How big is Illumination Financial LLC's plan?

Illumination Financial LLC's plan reported $105K in assets and 4 participants for 2024.

Original filing (PDF)20251014083220NAL0005099394001

Illumination Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Illumination Financial Group, LLC 401(k) Plan

401(k) retirement plan · Illumination Financial LLC's Illumination Financial Group, LLC 401(k) Plan held $105K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Nicholas ZAPF signed Illumination Financial LLC's 2024 Form 5500 as plan administrator.

Nicholas ZAPF — 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

Illumination Financial LLC's EIN is 47-1946136.

EIN 47-1946136

Plan number 001

Plan year 2024

ACK ID 20251014083220NAL0005099394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Illumination Financial 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 ILLUMINATION FINANCIAL LLC.

Finding similar companies…

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