How big is Priority Financial Planning, LLC's plan?

Priority Financial Planning, LLC's plan reported $147K in assets and 2 participants for 2024.

Original filing (PDF)20250821145510NAL0007500480001

Priority Financial Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Priority Financial Planning 401(k) Plan

401(k) retirement plan · Priority Financial Planning, LLC's Priority Financial Planning 401(k) Plan held $147K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan identifiers

Priority Financial Planning, LLC's EIN is 46-1287094.

EIN 46-1287094

Plan number 001

Plan year 2024

ACK ID 20250821145510NAL0007500480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Priority Financial Planning, 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 PRIORITY FINANCIAL PLANNING, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PRIORITY FINANCIAL PLANNING, LLC

EIN

all filings

Address

1309 E. 3RD AVENUE · UNIT 112 · DURANGO, CO · 81301

Phone

(720) 319-8885

Industry

Finance & Insurance

Plan administrator