How big is 360 Wealth Planners, LLC's plan?

360 Wealth Planners, LLC's plan reported $296K in assets and 2 participants for 2024.

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
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

360 WP 401(k) Plan

401(k) retirement plan · 360 Wealth Planners, LLC's 360 WP 401(k) Plan held $296K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Brandon Joseph Day signed 360 Wealth Planners, LLC's 2024 Form 5500 as plan administrator.

Brandon Joseph Day — 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

360 Wealth Planners, LLC's EIN is 81-3867166.

EIN 81-3867166

Plan number 001

Plan year 2024

ACK ID 20251013172251NAL0003697634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 360 Wealth Planners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

360 Wealth Planners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 360 WEALTH PLANNERS, LLC.

Finding similar companies…

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 (97th percentile).

Plan sponsor

Name

360 WEALTH PLANNERS, LLC

EIN

all filings

Address

15110 DALLAS PKWY SUITE 500 · DALLAS, TX · 75248

Phone

(972) 472-1361

Industry

Finance & Insurance

Plan administrator