How big is Asset Planning Corporation's plan?

Asset Planning Corporation's plan reported $478K in assets and 10 participants for 2024.

Original filing (PDF)20250924135417NAL0008742768001

Asset Planning Corporation

Name: Asset Planning Corporation — APC 401(k) and Profit, Form 5500 (2024)
Creator: Asset Planning Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APC 401(k) and Profit Sharing Plan

401(k) retirement plan · Asset Planning Corporation's APC 401(k) and Profit Sharing Plan held $478K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

Plan identifiers

Asset Planning Corporation's EIN is 62-0941756.

EIN 62-0941756

Plan number 001

Plan year 2024

ACK ID 20250924135417NAL0008742768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Planning Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ASSET PLANNING CORPORATION.

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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