How big is PWR Planners, LLC's plan?

PWR Planners, LLC's plan reported $269K in assets and 5 participants for 2024.

Original filing (PDF)20250912074814NAL0000765185001

PWR Planners, LLC

Name: PWR Planners, LLC — PWR Planners, LLC 401(k), Form 5500 (2024)
Creator: PWR Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PWR Planners, LLC 401(k) Retirement Plan

401(k) retirement plan · PWR Planners, LLC's PWR Planners, LLC 401(k) Retirement Plan held $269K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

Plan identifiers

PWR Planners, LLC's EIN is 46-2380906.

EIN 46-2380906

Plan number 001

Plan year 2024

ACK ID 20250912074814NAL0000765185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PWR Planners, LLC's plan includes 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 PWR PLANNERS, 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