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

Solari Financial Planning, LLC's plan reported $210K in assets and 2 participants for 2025.

Original filing (PDF)20260422221917NAL0004107505090

Solari Financial Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Solari Financial Planning, LLC 401(k) Plan

401(k) retirement plan · Solari Financial Planning, LLC's Solari Financial Planning, LLC 401(k) Plan held $210K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

Elantha Barry signed Solari Financial Planning, 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

Solari Financial Planning, LLC's EIN is 46-2184929.

EIN 46-2184929

Plan number 001

Plan year 2025

ACK ID 20260422221917NAL0004107505090

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Solari 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 SOLARI 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