How big is Sensible Money LLC's plan?

Sensible Money LLC's plan reported $1.4M in assets and 16 participants for 2025.

Original filing (PDF)20260429183010NAL0017136400001

Sensible Money LLC

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

Form 5500-SF

FILING_RECEIVED

Sensible Money LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sensible Money LLC's Sensible Money LLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Dana Anspach signed Sensible Money LLC's 2025 Form 5500 as plan administrator.

Dana Anspach — 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

Sensible Money LLC's EIN is 45-2724692.

EIN 45-2724692

Plan number 001

Plan year 2025

ACK ID 20260429183010NAL0017136400001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sensible Money LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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