How big is Philanthropy Expert, LLC's plan?

Philanthropy Expert, LLC's plan reported $264K in assets and 3 participants for 2025.

Original filing (PDF)20260422220239NAL0002213139037

Philanthropy Expert, LLC

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

Form 5500-SF

FILING_RECEIVED

Philanthropy Expert 401(k) Plan

401(k) retirement plan · Philanthropy Expert, LLC's Philanthropy Expert 401(k) Plan held $264K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

People on this filing

Elantha Barry signed Philanthropy Expert, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Philanthropy Expert, LLC's EIN is 45-4281262.

EIN 45-4281262

Plan number 001

Plan year 2025

ACK ID 20260422220239NAL0002213139037

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Philanthropy Expert, 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 PHILANTHROPY EXPERT, 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