How big is Essential Planning, LLC's plan?

Essential Planning, LLC's plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250904103406NAL0009982787001

Essential Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Essential Planning, LLC 401(k) Plan

401(k) retirement plan · Essential Planning, LLC's Essential Planning, LLC 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Essential Planning, LLC's EIN is 02-0488298.

EIN 02-0488298

Plan number 001

Plan year 2024

ACK ID 20250904103406NAL0009982787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ESSENTIAL PLANNING, LLC

EIN

all filings

Address

500 MARKET STREET, UNIT 1D · PORTSMOUTH, NH · 03801

Phone

(603) 427-5164

Industry

Finance & Insurance

Plan administrator