How big is Secure Planning, LLC's plan?

Secure Planning, LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250417150147NAL0001433953001

Secure Planning, LLC

Name: Secure Planning, LLC — Secure Planning, LLC. 401(k), Form 5500 (2024)
Creator: Secure Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Secure Planning, LLC. 401(k) Plan

401(k) retirement plan · Secure Planning, LLC's Secure Planning, LLC. 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

LISA Dugan signed Secure Planning, LLC's 2024 Form 5500 as plan administrator.

LISA Dugan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Secure Planning, LLC's EIN is 02-0443647.

EIN 02-0443647

Plan number 001

Plan year 2024

ACK ID 20250417150147NAL0001433953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Secure Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Secure Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURE PLANNING, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score