How big is SLD Planning & Consulting LLC's plan?

SLD Planning & Consulting LLC's plan reported $309K in assets and 3 participants for 2024.

Original filing (PDF)20250730111331NAL0003954993001

SLD Planning & Consulting LLC

Name: SLD Planning & Consulting LLC — SLD Planning &, Form 5500 (2024)
Creator: SLD Planning & Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SLD Planning & Consulting 401(k) Plan

401(k) retirement plan · SLD Planning & Consulting LLC's SLD Planning & Consulting 401(k) Plan held $309K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

Plan identifiers

SLD Planning & Consulting LLC's EIN is 84-2878570.

EIN 84-2878570

Plan number 001

Plan year 2024

ACK ID 20250730111331NAL0003954993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SLD Planning & Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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