How big is SEC Planning, LLC's plan?

SEC Planning, LLC's plan reported $3.5M in assets and 20 participants for 2024.

Original filing (PDF)20250729162604NAL0006431810001

SEC Planning, LLC

Name: SEC Planning, LLC — SEC Planning, LLC 401(k) Plan, Form 5500 (2024)
Creator: SEC Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEC Planning, LLC 401(k) Plan

401(k) retirement plan · SEC Planning, LLC's SEC Planning, LLC 401(k) Plan held $3.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Peter Verdicchio signed SEC Planning, LLC's 2024 Form 5500 as plan administrator.

Peter Verdicchio — 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

SEC Planning, LLC's EIN is 26-2805454.

EIN 26-2805454

Plan number 001

Plan year 2024

ACK ID 20250729162604NAL0006431810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SEC Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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