How big is Passion Planner LLC's plan?

Passion Planner LLC's plan reported $1.8M in assets and 14 participants for 2025.

Original filing (PDF)20260520174449NAL0002149952001

Passion Planner LLC

Name: Passion Planner LLC — Passion Planner 401(k) Plan, Form 5500 (2025)
Creator: Passion Planner LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Passion Planner 401(k) Plan

401(k) retirement plan · Passion Planner LLC's Passion Planner 401(k) Plan held $1.8M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Angelia Trinidad signed Passion Planner LLC's 2025 Form 5500 as plan administrator.

Angelia Trinidad — 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

Passion Planner LLC's EIN is 47-2428756.

EIN 47-2428756

Plan number 001

Plan year 2025

ACK ID 20260520174449NAL0002149952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Passion Planner LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Passion Planner LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PASSION PLANNER LLC

EIN

all filings

Address

101 E 30TH ST · NATIONAL CITY, CA · 919507341

Phone

(858) 707-5315

Industry

Manufacturing

Plan administrator