How big is Family Wealth Planning Group, LLC's plan?

Family Wealth Planning Group, LLC's plan reported $3.1M in assets and 6 participants for 2025.

Original filing (PDF)20260424133712NAL0005751825001

Family Wealth Planning Group, LLC

Name: Family Wealth Planning Group, LLC — FWPG 401(k) PS, Form 5500 (2025)
Creator: Family Wealth Planning Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FWPG 401(k) PS Plan

401(k) retirement plan · Family Wealth Planning Group, LLC's FWPG 401(k) PS Plan held $3.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Family Wealth Planning Group, LLC's EIN is 30-0943785.

EIN 30-0943785

Plan number 001

Plan year 2025

ACK ID 20260424133712NAL0005751825001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Family Wealth Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FAMILY WEALTH PLANNING GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

FAMILY WEALTH PLANNING GROUP, LLC

EIN

all filings

Address

9115 CORSEA DEL FONTANA WAY STE 100 · NAPLES, FL · 34109

Phone

(239) 321-5001

Industry

Finance & Insurance

Plan administrator