How big is Planning Within Reach, LLC's plan?

Planning Within Reach, LLC's plan reported $49K in assets and 1 participants for 2024.

Original filing (PDF)20250711100314NAL0006202881001

Planning Within Reach, LLC

Name: Planning Within Reach, LLC — Planning Within Reach, Form 5500 (2024)
Creator: Planning Within Reach, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planning Within Reach, LLC 401(k) Plan

401(k) retirement plan · Planning Within Reach, LLC's Planning Within Reach, LLC 401(k) Plan held $49K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Planning Within Reach, LLC's EIN is 38-3885927.

EIN 38-3885927

Plan number 001

Plan year 2024

ACK ID 20250711100314NAL0006202881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planning Within Reach, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planning Within Reach, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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