How big is A2bplanning, Inc.'s plan?

A2bplanning, Inc.'s plan reported $699K in assets and 2 participants for 2025.

Original filing (PDF)20260507104340NAL0002631153001

A2bplanning, Inc.

Name: A2bplanning, Inc. — A2bplanning, Inc. 401(k) Plan, Form 5500 (2025)
Creator: A2bplanning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A2bplanning, Inc. 401(k) Plan

401(k) retirement plan · A2bplanning, Inc.'s A2bplanning, Inc. 401(k) Plan held $699K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

People on this filing

Marilyn Monturio signed A2bplanning, Inc.'s 2025 Form 5500 as plan administrator.

Marilyn Monturio — 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

A2bplanning, Inc.'s EIN is 83-2758135.

EIN 83-2758135

Plan number 001

Plan year 2025

ACK ID 20260507104340NAL0002631153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for A2bplanning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

A2bplanning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A2BPLANNING, INC..

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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