How big is Asset Planning, Inc.'s plan?

Asset Planning, Inc.'s plan reported $6.3M in assets and 6 participants for 2025.

Original filing (PDF)20260415160658NAL0025670306001

Asset Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Asset Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Asset Planning, Inc.'s Asset Planning, Inc. 401(k) Profit Sharing Plan held $6.3M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Asset Planning, Inc.'s EIN is 33-0322655.

EIN 33-0322655

Plan number 002

Plan year 2025

ACK ID 20260415160658NAL0025670306001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Asset Planning, Inc.'s plan includes profit-sharing, 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 ASSET PLANNING, 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