SECURE PLANNING, LLC. 401(K) PLAN

[ EIN: 02-0443647 | Plan No. 001 ]

Form 5500 filing classifies SECURE PLANNING, LLC. 401(K) PLAN as a 401(k) plan, sponsored by SECURE PLANNING, LLC. The plan is a Small Plan with 7 participants and total assets of $1,366,643 reported for the 2024 plan year.


Plan Sponsor: SECURE PLANNING, LLC

Location: 42 MIDDLE STREET, PORTSMOUTH, NH 03801

EIN: 020443647

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,366,643


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