Original filing (PDF)20250527130535NAL0003972931001

SQUARED AWAY PLANNING, LLC

Name: SQUARED AWAY PLANNING, LLC — SAP 401(K) PLAN, Form 5500 (2024)
Creator: SQUARED AWAY PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

SAP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SQUARED AWAY PLANNING, LLC

EIN

82-3393979all filings

Address

3321 FOREST DR. STE 3 · COLUMBIA, SC · 29204

Phone

(803) 790-7118

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