How big is Blunt Financial Planning & Wealth Group's plan?

Blunt Financial Planning & Wealth Group's plan reported $384K in assets and 3 participants for 2025.

Original filing (PDF)20260422220958NAL0008861042058

Blunt Financial Planning & Wealth Group

Name: Blunt Financial Planning & Wealth Group — Form 5500 Plan 001 (2025)
Creator: Blunt Financial Planning & Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blunt Financial Planning & Wealth Group 401(k) Plan

401(k) retirement plan · Blunt Financial Planning & Wealth Group's Blunt Financial Planning & Wealth Group 401(k) Plan held $384K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan identifiers

Blunt Financial Planning & Wealth Group's EIN is 81-5401870.

EIN 81-5401870

Plan number 001

Plan year 2025

ACK ID 20260422220958NAL0008861042058

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Blunt Financial Planning & Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Blunt Financial Planning & Wealth Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUNT FINANCIAL PLANNING & WEALTH GROUP.

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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