How big is Abound Financial, LLC's plan?

Abound Financial, LLC's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250721174645NAL0002379408001

Abound Financial, LLC

Name: Abound Financial, LLC — Abound Financial, LLC 401(k), Form 5500 (2024)
Creator: Abound Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Abound Financial, LLC 401(k) Plan & Trust

401(k) retirement plan · Abound Financial, LLC's Abound Financial, LLC 401(k) Plan & Trust held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

David LAUT signed Abound Financial, LLC's 2024 Form 5500 as plan administrator.

David LAUT — 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

Abound Financial, LLC's EIN is 81-2572462.

EIN 81-2572462

Plan number 001

Plan year 2024

ACK ID 20250721174645NAL0002379408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Abound Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ABOUND FINANCIAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ABOUND FINANCIAL, LLC

EIN

all filings

Address

4180 DOUGLAS BLVD · SUITE 200 · GRANITE BAY, CA · 95746

Phone

(916) 846-7780

Industry

Finance & Insurance

Plan administrator