How big is U-Planner Inc.'s plan?

U-Planner Inc.'s plan reported $15K in assets for 2025.

Original filing (PDF)20260427220439NAL0005077219100

U-Planner Inc.

Name: U-Planner Inc. — U-Planner Inc. 401(k) Plan, Form 5500 (2025)
Creator: U-Planner Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U-Planner Inc. 401(k) Plan

401(k) retirement plan · U-Planner Inc.'s U-Planner Inc. 401(k) Plan reported $15K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

U-Planner Inc.'s EIN is 32-0510613.

EIN 32-0510613

Plan number 001

Plan year 2025

ACK ID 20260427220439NAL0005077219100

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for U-Planner Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

U-Planner Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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