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

Financial Planning Solutions, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250604052931NAL0008149827001

Financial Planning Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Financial Planning Solutions, LLC 401(k) Plan

401(k) retirement plan · Financial Planning Solutions, LLC's Financial Planning Solutions, LLC 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Financial Planning Solutions, LLC's EIN is 46-2967196.

EIN 46-2967196

Plan number 001

Plan year 2024

ACK ID 20250604052931NAL0008149827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Planning Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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