How big is The Planning Firm, LLC's plan?

The Planning Firm, LLC's plan reported $120K in assets and 3 participants for 2024.

Original filing (PDF)20250930114504NAL0013151968001

The Planning Firm, LLC

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

Form 5500-SF

FILING_RECEIVED

The Planning Firm, LLC Retirement Plan

401(k) retirement plan · The Planning Firm, LLC's The Planning Firm, LLC Retirement Plan held $120K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

Plan identifiers

The Planning Firm, LLC's EIN is 81-0966835.

EIN 81-0966835

Plan number 001

Plan year 2024

ACK ID 20250930114504NAL0013151968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Planning Firm, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Planning Firm, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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