How big is Secure Planning LLC's plan?

Secure Planning LLC's plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20250724135740NAL0002754835001

Secure Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Secure Planning Strategies Cash Balance Plan

Defined-benefit pension plan · Secure Planning LLC's Secure Planning Strategies Cash Balance Plan held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Secure Planning LLC's EIN is 81-4602676.

EIN 81-4602676

Plan number 003

Plan year 2024

ACK ID 20250724135740NAL0002754835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Secure Planning LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURE PLANNING 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score