Original filing (PDF)20250725114315NAL0003148899001

COLORADO FINANCIAL PLANNING GROUP, INC.

Name: COLORADO FINANCIAL PLANNING GROUP, INC. — COLORADO FINANCIAL PLNG GROUP INC 401K PSP, Form 5500 (2024)
Creator: COLORADO FINANCIAL PLANNING GROUP, INC.

Form 5500-SF

FILING_RECEIVED

COLORADO FINANCIAL PLNG GROUP INC 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

COLORADO FINANCIAL PLANNING GROUP, INC.

EIN

71-0882276all filings

Address

3900 E MEXICO AVE STE 950 · DENVER, CO · 80210

Phone

(303) 758-8252

Industry

Finance & Insurancesee all

Plan administrator