Original filing (PDF)20250519152648NAL0000759473001

MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING

Name: MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING — PERK PLANNING 401(K) PLAN, Form 5500 (2024)
Creator: MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING

Form 5500-SF

FILING_RECEIVED

PERK PLANNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING.

Plan sponsor

Name

MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING

EIN

27-2221067all filings

Address

10 E DOTY STREET SUITE 800 · MADISON, WI · 53703

Phone

(608) 628-8730

Industry

Finance & Insurancesee all

Plan administrator