How big is Roy Planning LLC's plan?

Roy Planning LLC's plan reported $75K in assets and 4 participants for 2025.

Original filing (PDF)20260316154106NAL0001623072001

Roy Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Roy Planning LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Roy Planning LLC's Roy Planning LLC 401(k) Profit Sharing Plan held $75K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan identifiers

Roy Planning LLC's EIN is 33-2092501.

EIN 33-2092501

Plan number 001

Plan year 2025

ACK ID 20260316154106NAL0001623072001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Roy Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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