How big is Minerva Planning Group's plan?

Minerva Planning Group's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250908074237NAL0032107888001

Minerva Planning Group

Name: Minerva Planning Group — Minerva Planning Group, Form 5500 (2024)
Creator: Minerva Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Minerva Planning Group 401(k) Plan

401(k) retirement plan · Minerva Planning Group's Minerva Planning Group 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Micah Porter signed Minerva Planning Group's 2024 Form 5500 as plan administrator.

Micah Porter — 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

Minerva Planning Group's EIN is 58-1863536.

EIN 58-1863536

Plan number 001

Plan year 2024

ACK ID 20250908074237NAL0032107888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Minerva Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Minerva Planning Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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