How big is Executiveplan LLC's plan?

Executiveplan LLC's plan reported $596K in assets and 4 participants for 2025.

Original filing (PDF)20260424220531NAL0003443155044

Executiveplan LLC

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

Form 5500-SF

FILING_RECEIVED

Executiveplan LLC 401(k) Plan

401(k) retirement plan · Executiveplan LLC's Executiveplan LLC 401(k) Plan held $596K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

People on this filing

Elantha Barry signed Executiveplan 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

Executiveplan LLC's EIN is 45-4332626.

EIN 45-4332626

Plan number 001

Plan year 2025

ACK ID 20260424220531NAL0003443155044

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Executiveplan 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 EXECUTIVEPLAN 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

EXECUTIVEPLAN LLC

EIN

all filings

Address

8696 N MECHANICSBURG RD · MIDDLETOWN, IN · 47356

Phone

(765) 667-5323

Industry

Software Publishers· Information / Tech / Media

Plan administrator