How big is Partners in Financial Planning, LLC's plan?

Partners in Financial Planning, LLC's plan reported $4.4M in assets and 13 participants for 2025.

Original filing (PDF)20260420122226NAL0002224208001

Partners in Financial Planning, LLC

Name: Partners in Financial Planning, LLC — Partners in, Form 5500 (2025)
Creator: Partners in Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Partners in Financial Planning, LLC 401(k) Plan

401(k) retirement plan · Partners in Financial Planning, LLC's Partners in Financial Planning, LLC 401(k) Plan held $4.4M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

James Pearman signed Partners in Financial Planning, LLC's 2025 Form 5500 as plan administrator.

James Pearman — 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

Partners in Financial Planning, LLC's EIN is 27-1047485.

EIN 27-1047485

Plan number 001

Plan year 2025

ACK ID 20260420122226NAL0002224208001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Partners in 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 PARTNERS IN 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