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Plans

planPlansource Financial Services, Inc. Retirement Savings PlanFinancial statementProvider compensation2023 filing
$70.9Mreported assets (EOY)
Sponsor: Plansource Financial Services, Inc.EIN: 59-3707284Plan: 001Participants: 5,468Assets: $70,902,899Location: Orlando, FLLatest: 2023
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planPlansource Financial Services, Inc. Health And Welfare Benefits Plan2023 filing
Sponsor: Plansource Financial Services, Inc.EIN: 59-3707284Plan: 512Participants: 491Assets: not reported in the loaded datasetLocation: Orlando, FLLatest: 2023
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