How big is Pearl Planning, LLC's plan?

Pearl Planning, LLC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20251009075814NAL0006262289001

Pearl Planning, LLC

Name: Pearl Planning, LLC — Pearl Planning 401(k) Plan, Form 5500 (2024)
Creator: Pearl Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearl Planning 401(k) Plan

401(k) retirement plan · Pearl Planning, LLC's Pearl Planning 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Pearl Planning, LLC's EIN is 83-1690505.

EIN 83-1690505

Plan number 001

Plan year 2024

ACK ID 20251009075814NAL0006262289001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pearl Planning, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEARL 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