Original filing (PDF)20251013172251NAL0003697634001

360 WEALTH PLANNERS, LLC

Name: 360 WEALTH PLANNERS, LLC — 360 WP 401(K) PLAN, Form 5500 (2024)
Creator: 360 WEALTH PLANNERS, LLC

Form 5500-SF

FILING_RECEIVED

360 WP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 360 WEALTH PLANNERS, LLC.

Plan sponsor

Name

360 WEALTH PLANNERS, LLC

EIN

81-3867166

Address

15110 DALLAS PKWY SUITE 500 · DALLAS, TX · 75248

Phone

(972) 472-1361

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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