OpenERISA

Loring Financial Planning & Investments, INC.

Greenville, RI, 02828

EIN 05-0504676
Plans
1
Total participants
51
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Loring Advisory Group 401(K) Plan14
2023Form 5500-SF001Loring Advisory Group 401(K) Plan10
2022Form 5500-SF001Loring Advisory Group 401(K) Plan10
2021Form 5500-SF001Loring Advisory Group 401(K) Plan9
2020Form 5500-SF001Loring Advisory Group 401(K) Plan8

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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