Secure Planning LLC (EIN 81-4602676) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.1M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Secure Planning Strategies Cash Balance Plan | 003 | 8 | $2.2M |
| Secure Planning Strategies Profit Sharing Plan | 002 | 8 | $1.9M |
81-4602676 is the Employer Identification Number (EIN) Secure Planning LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Michigan EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
