How big is FEE-ONLY Financial Planning,LC's plan?

FEE-ONLY Financial Planning,LC's plan reported $6.3M in assets and 3 participants for 2025.

Original filing (PDF)20260518132141NAL0000258242001

FEE-ONLY Financial Planning,LC

Name: FEE-ONLY Financial Planning,LC — FEE-ONLY Financial, Form 5500 (2025)
Creator: FEE-ONLY Financial Planning,LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FEE-ONLY Financial Planning,LC 401(k) Plan

401(k) retirement plan · FEE-ONLY Financial Planning,LC's FEE-ONLY Financial Planning,LC 401(k) Plan held $6.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Andrew M Hudick signed FEE-ONLY Financial Planning,LC's 2025 Form 5500 as plan administrator.

Andrew M Hudick — 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

FEE-ONLY Financial Planning,LC's EIN is 54-1648649.

EIN 54-1648649

Plan number 001

Plan year 2025

ACK ID 20260518132141NAL0000258242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FEE-ONLY Financial Planning,LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FEE-ONLY Financial Planning,LC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEE-ONLY FINANCIAL PLANNING,LC.

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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