How big is Pittman Financial Planning's plan?

Pittman Financial Planning's plan reported $657K in assets and 1 participants for 2024.

Original filing (PDF)20250725132509NAL0005899697001

Pittman Financial Planning

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

Form 5500-SF

FILING_RECEIVED

Pittman Financial Planning 401(k) Plan

401(k) retirement plan · Pittman Financial Planning's Pittman Financial Planning 401(k) Plan held $657K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

People on this filing

Kevin Pittman signed Pittman Financial Planning's 2024 Form 5500 as plan administrator.

Kevin Pittman — 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

Pittman Financial Planning's EIN is 81-2645459.

EIN 81-2645459

Plan number 001

Plan year 2024

ACK ID 20250725132509NAL0005899697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pittman Financial Planning's plan includes profit-sharing, 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 PITTMAN FINANCIAL PLANNING.

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PITTMAN FINANCIAL PLANNING

EIN

all filings

Address

202 SOUTH PARVIN STREET · PROSPER, TX · 75078

Phone

(214) 592-8660

Industry

Finance & Insurance

Plan administrator