How big is Wealth Planning Resources, LLC's plan?

Wealth Planning Resources, LLC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250602002025NAL0006257267001

Wealth Planning Resources, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Planning Resources, LLC 401(k) Plan

401(k) retirement plan · Wealth Planning Resources, LLC's Wealth Planning Resources, LLC 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Wealth Planning Resources, LLC's EIN is 45-4480836.

EIN 45-4480836

Plan number 001

Plan year 2024

ACK ID 20250602002025NAL0006257267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Planning Resources, 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 WEALTH PLANNING RESOURCES, 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

Knocking points off