How big is Plan IT Financial Group LLC's plan?

Plan IT Financial Group LLC's plan reported $862K in assets and 5 participants for 2024.

Original filing (PDF)20250528151244NAL0004441779001

Plan IT Financial Group LLC

Name: Plan IT Financial Group LLC — Plan IT Financial, Form 5500 (2024)
Creator: Plan IT Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plan IT Financial Group 401(k) Plan

401(k) retirement plan · Plan IT Financial Group LLC's Plan IT Financial Group 401(k) Plan held $862K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

People on this filing

Aaron Devos signed Plan IT Financial Group LLC's 2024 Form 5500 as plan administrator.

Aaron Devos — 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

Plan IT Financial Group LLC's EIN is 82-2516940.

EIN 82-2516940

Plan number 001

Plan year 2024

ACK ID 20250528151244NAL0004441779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plan IT Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plan IT Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLAN IT FINANCIAL GROUP 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score