How big is Panoramic Financial Advice Inc.'s plan?

Panoramic Financial Advice Inc.'s plan reported $318K in assets and 3 participants for 2025.

Original filing (PDF)20260423220321NAL0011268866023

Panoramic Financial Advice Inc.

Name: Panoramic Financial Advice Inc. — Panoramic Financia, Form 5500 (2025)
Creator: Panoramic Financial Advice Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panoramic Financial Advice Inc. 401(k) Plan

401(k) retirement plan · Panoramic Financial Advice Inc.'s Panoramic Financial Advice Inc. 401(k) Plan held $318K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Elantha Barry signed Panoramic Financial Advice Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Panoramic Financial Advice Inc.'s EIN is 83-2872272.

EIN 83-2872272

Plan number 001

Plan year 2025

ACK ID 20260423220321NAL0011268866023

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Panoramic Financial Advice Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 (89th percentile).

Plan sponsor

Name

PANORAMIC FINANCIAL ADVICE INC

EIN

all filings

Address

2909 E LOS ALTOS AVE · FRESNO, CA · 93710

Phone

(559) 906-0723

Industry

Finance & Insurance

Plan administrator