Back to filter
Original filing (PDF)20250904103406NAL0009982787001
ESSENTIAL PLANNING, LLC
Form 5500-SF
FILING_RECEIVED
ESSENTIAL PLANNING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSENTIAL PLANNING, LLC.
Plan sponsor
Name
ESSENTIAL PLANNING, LLC
EIN
02-0488298
Address
500 MARKET STREET, UNIT 1D · PORTSMOUTH, NH · 03801
Phone
(603) 427-5164
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
LANSDOWNE CAPITAL PARTNERS, INC.
LANSDOWNE CAPITAL PARTNERS, INC. DEFINED BENEFIT PLAN
$2.6M · 2 participants
NFX CAPITAL MANAGEMENT, LLC
NFX CAPITAL MANAGEMENT 401(K) PLAN
$2.6M · 21 participants
TONTINE ASSOCIATES, LLC
TONTINE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$2.6M · 4 participants
HWVP MANAGEMENT COMPANY, L.L.C.
HWVP MANAGEMENT COMPANY, L.L.C. 401(K) PLAN
$2.6M · 5 participants
ACTIVATE MANAGEMENT LLC
ACTIVATE MANAGEMENT LLC 401(K) EMPLOYEE SAVINGS PLAN
$2.6M · 4 participants
LAP ADMINISTRATION, LLC
LAP ADMINISTRATION, LLC CASH BALANCE PLAN
$2.6M · 5 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants