How big is Garrett Planning Network, LLC's plan?

Garrett Planning Network, LLC's plan reported $306K in assets and 2 participants for 2025.

Original filing (PDF)20260512220058NAL0008965424099

Garrett Planning Network, LLC

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

Form 5500-SF

FILING_RECEIVED

Garrett Planning Network,LLC 401(k) Plan

401(k) retirement plan · Garrett Planning Network, LLC's Garrett Planning Network,LLC 401(k) Plan held $306K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan identifiers

Garrett Planning Network, LLC's EIN is 48-1226422.

EIN 48-1226422

Plan number 001

Plan year 2025

ACK ID 20260512220058NAL0008965424099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Garrett Planning Network, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Garrett Planning Network, LLC'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 GARRETT PLANNING NETWORK, 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