Original filing (PDF)20250212130240NAL0020506145001

MALLINI COMPLETE FINANCIAL PLANNING, LLC DBA TOGETHER PLANNING

Name: MALLINI COMPLETE FINANCIAL PLANNING, LLC DBA TOGETHER PLANNING — TOGETHER PLANNING RETIREMENT PLAN, Form 5500 (2024)
Creator: MALLINI COMPLETE FINANCIAL PLANNING, LLC DBA TOGETHER PLANNING

Form 5500-SF

FILING_RECEIVED

TOGETHER PLANNING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLINI COMPLETE FINANCIAL PLANNING, LLC DBA TOGETHER PLANNING.

Plan sponsor

Name

MALLINI COMPLETE FINANCIAL PLANNING, LLC DBA TOGETHER PLANNING

EIN

47-3057199all filings

Address

2631 NW 41ST STREET, SUITE E2 · GAINESVILLE, FL · 32606

Phone

(904) 657-1732

Industry

Finance & Insurancesee all

Plan administrator