How big is Natural Planning Resources' plan?

Natural Planning Resources' plan reported $2.6M in assets and 33 participants for 2024.

Original filing (PDF)20251015150813NAL0009948146001

Natural Planning Resources

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

Form 5500-SF

FILING_RECEIVED

Natural Resource Planning SVCS, Inc. 401(k) Plan

401(k) retirement plan · Natural Planning Resources' Natural Resource Planning SVCS, Inc. 401(k) Plan held $2.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

TARA a Roenicke signed Natural Planning Resources' 2024 Form 5500 as plan administrator.

TARA a Roenicke — 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

Natural Planning Resources' EIN is 59-1570203.

EIN 59-1570203

Plan number 001

Plan year 2024

ACK ID 20251015150813NAL0009948146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Natural Planning Resources' 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 NATURAL PLANNING RESOURCES.

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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

Knocking points off