How big is Panoramic Financial Solutions' plan?

Panoramic Financial Solutions' plan reported $546K in assets and 8 participants for 2024.

Original filing (PDF)20250702161750NAL0013187969001

Panoramic Financial Solutions

Name: Panoramic Financial Solutions — Panoramic Financial, Form 5500 (2024)
Creator: Panoramic Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panoramic Financial Solutions 401(k) Plan

401(k) retirement plan · Panoramic Financial Solutions' Panoramic Financial Solutions 401(k) Plan held $546K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

People on this filing

Brent Antti signed Panoramic Financial Solutions' 2024 Form 5500 as plan administrator.

Brent Antti — 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

Panoramic Financial Solutions' EIN is 46-1526662.

EIN 46-1526662

Plan number 001

Plan year 2024

ACK ID 20250702161750NAL0013187969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Panoramic Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Panoramic Financial Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANORAMIC FINANCIAL SOLUTIONS.

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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