How big is Champion Financial Planning Group's plan?

Champion Financial Planning Group's plan reported $1.3M in assets and 1 participants for 2025.

Original filing (PDF)20260401141354NAL0001343456001

Champion Financial Planning Group

Name: Champion Financial Planning Group — U/a 01/01/2005, Form 5500 (2025)
Creator: Champion Financial Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U/a 01/01/2005 FBO David Ballard

401(k) retirement plan · Champion Financial Planning Group's U/a 01/01/2005 FBO David Ballard held $1.3M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David Ballard signed Champion Financial Planning Group's 2025 Form 5500 as plan administrator.

David Ballard — 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

Champion Financial Planning Group's EIN is 36-4526591.

EIN 36-4526591

Plan number 011

Plan year 2025

ACK ID 20260401141354NAL0001343456001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Champion Financial Planning Group's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAMPION FINANCIAL PLANNING GROUP.

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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