How big is Squared AWAY Planning, LLC's plan?

Squared AWAY Planning, LLC's plan reported $163K in assets and 1 participants for 2024.

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
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAP 401(k) Plan

401(k) retirement plan · Squared AWAY Planning, LLC's SAP 401(k) Plan held $163K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Kendall Matthews signed Squared AWAY Planning, LLC's 2024 Form 5500 as plan administrator.

Kendall Matthews — 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

Squared AWAY Planning, LLC's EIN is 82-3393979.

EIN 82-3393979

Plan number 001

Plan year 2024

ACK ID 20250527130535NAL0003972931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Squared AWAY Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 SQUARED AWAY 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

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).

Plan sponsor

Name

SQUARED AWAY PLANNING, LLC

EIN

all filings

Address

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

Phone

(803) 790-7118

Industry

Finance & Insurance

Plan administrator