How big is Associated Benefit Planners, Ltd.'s plan?

Associated Benefit Planners, Ltd.'s plan reported $3.2M in assets and 11 participants for 2024.

Original filing (PDF)20250915023527NAL0001609138001

Associated Benefit Planners, Ltd.

Name: Associated Benefit Planners, Ltd. — Associated, Form 5500 (2024)
Creator: Associated Benefit Planners, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Associated Benefit Planners, Ltd. 401(k) Retirement Plan

401(k) retirement plan · Associated Benefit Planners, Ltd.'s Associated Benefit Planners, Ltd. 401(k) Retirement Plan held $3.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Associated Benefit Planners, Ltd.'s EIN is 23-2250214.

EIN 23-2250214

Plan number 001

Plan year 2024

ACK ID 20250915023527NAL0001609138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Associated Benefit Planners, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Associated Benefit Planners, Ltd.'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 ASSOCIATED BENEFIT PLANNERS, LTD..

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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