Original filing (PDF)20251015104233NAL0009138194001

WORTH FINANCIAL PLANNING, INC

Name: WORTH FINANCIAL PLANNING, INC — WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WORTH FINANCIAL PLANNING, INC

Form 5500-SF

FILING_RECEIVED

WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WORTH FINANCIAL PLANNING, INC

EIN

20-4427087

Address

8500 MENAUL BLVD · SUITE A300 · ALBUQUERQUE, NM · 87112

Phone

(505) 767-7950

Industry