WEALTH PLANNING RESOURCES
EIN 88-1123849DUXBURY, MA
WEALTH PLANNING RESOURCES (EIN 88-1123849) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $637K in plan assets and 1 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
1
Total assets
$637K
A WEALTH PLANNING RESOURCES employee? See the WEALTH PLANNING RESOURCES 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 88-1123849
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WILLIAM BERRY FINANCIAL PLANNING 401(K) PLAN | 001 | 1 | $637K |
About this EIN
88-1123849 is the Employer Identification Number (EIN) WEALTH PLANNING RESOURCES 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 Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?