Original filing (PDF)20260414075455NAL0010950083001

Mallini Complete Financial Planning, LLC DBA Together Planning

Name: Mallini Complete Financial Planning, LLC DBA Together Planning — Form 5500 Plan 001 (2025)
Creator: Mallini Complete Financial Planning, LLC DBA Together Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Together Planning Retirement Plan

401(k) retirement plan · Mallini Complete Financial Planning, LLC DBA Together Planning's Together Planning Retirement Plan held $589K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

Plan identifiers

Mallini Complete Financial Planning, LLC DBA Together Planning's EIN is 47-3057199.

EIN 47-3057199

Plan number 001

Plan year 2025

ACK ID 20260414075455NAL0010950083001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mallini Complete Financial Planning, LLC DBA Together Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mallini Complete Financial Planning, LLC DBA Together Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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.

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