How big is Senior Planning Advisors LLC's plan?

Senior Planning Advisors LLC's plan reported $2.2M in assets and 31 participants for 2024.

Original filing (PDF)20250630124321NAL0016386560003

Senior Planning Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Senior Planning Advisors 401(k) Plan

401(k) retirement plan · Senior Planning Advisors LLC's Senior Planning Advisors 401(k) Plan held $2.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jessica L. Cassidy signed Senior Planning Advisors LLC's 2024 Form 5500 as plan administrator.

Jessica L. Cassidy — 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

Senior Planning Advisors LLC's EIN is 20-2566060.

EIN 20-2566060

Plan number 001

Plan year 2024

ACK ID 20250630124321NAL0016386560003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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