How big is E3 Financial Planning, LLC's plan?

E3 Financial Planning, LLC's plan reported $954K in assets and 2 participants for 2024.

Original filing (PDF)20251007164231NAL0002830771001

E3 Financial Planning, LLC

Name: E3 Financial Planning, LLC — E3 Financial Planning, Form 5500 (2024)
Creator: E3 Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E3 Financial Planning, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · E3 Financial Planning, LLC's E3 Financial Planning, LLC 401(k) Profit Sharing Plan held $954K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

People on this filing

Seth Larner signed E3 Financial Planning, LLC's 2024 Form 5500 as plan administrator.

Seth Larner — 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

E3 Financial Planning, LLC's EIN is 26-2418291.

EIN 26-2418291

Plan number 001

Plan year 2024

ACK ID 20251007164231NAL0002830771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E3 Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E3 Financial 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 E3 FINANCIAL 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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

E3 FINANCIAL PLANNING, LLC

EIN

all filings

Address

175 HIGHLAND AVENUE · SUITE 304 · NEEDHAM, MA · 02494

Phone

(339) 225-4046

Industry

Finance & Insurance

Plan administrator