Positive Planning Wealth Advisor (EIN 99-0791654) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $971K in plan assets and 1 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Positive Planning Wealth Advisors, LLC 401(k) Plan | 001 | 1 | $971K |
99-0791654 is the Employer Identification Number (EIN) Positive Planning Wealth Advisor 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 Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
