How big is Theory Planning Partners LLC's plan?

Theory Planning Partners LLC's plan reported $46K in assets and 2 participants for 2024.

Original filing (PDF)20250609133304NAL0012334675001

Theory Planning Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Theory Planning Partners LLC 401(k) Plan

401(k) retirement plan · Theory Planning Partners LLC's Theory Planning Partners LLC 401(k) Plan held $46K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

People on this filing

Kaitlyn McInnis Carlson signed Theory Planning Partners LLC's 2024 Form 5500 as plan administrator.

Kaitlyn McInnis Carlson — 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

Theory Planning Partners LLC's EIN is 85-0546875.

EIN 85-0546875

Plan number 001

Plan year 2024

ACK ID 20250609133304NAL0012334675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Theory Planning Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 THEORY PLANNING PARTNERS LLC.

Finding similar companies…

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

THEORY PLANNING PARTNERS LLC

EIN

all filings

Address

5 SAPPHIRE AVE · MARBLEHEAD, MA · 01945

Phone

(617) 872-2790

Industry

Finance & Insurance

Plan administrator