How big is Private Financial Design, LLC's plan?

Private Financial Design, LLC's plan reported $1.2M in assets and 5 participants for 2025.

Original filing (PDF)20260519082659NAL0000466211001

Private Financial Design, LLC

Name: Private Financial Design, LLC — PFD 401(k) Plan, Form 5500 (2025)
Creator: Private Financial Design, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFD 401(k) Plan

401(k) retirement plan · Private Financial Design, LLC's PFD 401(k) Plan held $1.2M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Andrew R. Beaudry signed Private Financial Design, LLC's 2025 Form 5500 as plan administrator.

Andrew R. Beaudry — 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

Private Financial Design, LLC's EIN is 26-0515086.

EIN 26-0515086

Plan number 001

Plan year 2025

ACK ID 20260519082659NAL0000466211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Private Financial Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Private Financial Design, 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 PRIVATE FINANCIAL DESIGN, 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