How big is New Century Planners, LLC's plan?

New Century Planners, LLC's plan reported $16.5M in assets and 2 participants for 2025.

Original filing (PDF)20260519130807NAL0001349376001

New Century Planners, LLC

Name: New Century Planners, LLC — Coordinated Financial, Form 5500 (2025)
Creator: New Century Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Financial Programming, Inc. Cash or Deferred PS Plan

401(k) retirement plan · New Century Planners, LLC's Coordinated Financial Programming, Inc. Cash or Deferred PS Plan held $16.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan identifiers

New Century Planners, LLC's EIN is 36-3994961.

EIN 36-3994961

Plan number 004

Plan year 2025

ACK ID 20260519130807NAL0001349376001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for New Century Planners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

New Century Planners, 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 NEW CENTURY PLANNERS, 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

Knocking points off