How big is Strategic Planning LLC's plan?

Strategic Planning LLC's plan reported $607K in assets and 4 participants for 2024.

Original filing (PDF)20250513194422NAL0040786178001

Strategic Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Planning Services 401(k) Plan

401(k) retirement plan · Strategic Planning LLC's Strategic Planning Services 401(k) Plan held $607K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

Plan identifiers

Strategic Planning LLC's EIN is 82-3131849.

EIN 82-3131849

Plan number 001

Plan year 2024

ACK ID 20250513194422NAL0040786178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score