How big is College Planning Source's plan?

College Planning Source's plan reported $633K in assets and 6 participants for 2025.

Original filing (PDF)20260423220250NAL0002758675044

College Planning Source

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

Form 5500-SF

FILING_RECEIVED

College Planning Source 401(k) Plan

401(k) retirement plan · College Planning Source's College Planning Source 401(k) Plan held $633K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

People on this filing

Elantha Barry signed College Planning Source'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

College Planning Source's EIN is 46-4647849.

EIN 46-4647849

Plan number 001

Plan year 2025

ACK ID 20260423220250NAL0002758675044

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for College Planning Source from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

College Planning Source'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 COLLEGE PLANNING SOURCE.

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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