How big is Planned Financial Services, LLC's plan?

Planned Financial Services, LLC's plan reported $4.3M in assets and 12 participants for 2025.

Original filing (PDF)20260416142459NAL0037124594001

Planned Financial Services, LLC

Name: Planned Financial Services, LLC — Planned Financial, Form 5500 (2025)
Creator: Planned Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planned Financial Services, LLC 401(k) Retirement Plan

401(k) retirement plan · Planned Financial Services, LLC's Planned Financial Services, LLC 401(k) Retirement Plan held $4.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Frank Fantozzi signed Planned Financial Services, LLC's 2025 Form 5500 as plan administrator.

Frank Fantozzi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planned Financial Services, LLC's EIN is 34-1922754.

EIN 34-1922754

Plan number 001

Plan year 2025

ACK ID 20260416142459NAL0037124594001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planned Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Planned Financial Services, 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 PLANNED FINANCIAL SERVICES, 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