Custom Planning Solutions, LLC DBA Kevin J Plank, CFP (EIN 85-0585288) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $440K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Custom Planning Solutions, LLC DBA Kevin J Plank, CFP 401(k) Savings Plan | 001 | 2 | $440K |
85-0585288 is the Employer Identification Number (EIN) Custom Planning Solutions, LLC DBA Kevin J Plank, CFP 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
