Original filing (PDF)20250730084635NAL0009718434001

Custom Planning Solutions, LLC DBA Kevin J Plank, CFP

Name: Custom Planning Solutions, LLC DBA Kevin J Plank, CFP — Form 5500 Plan 001 (2024)
Creator: Custom Planning Solutions, LLC DBA Kevin J Plank, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Planning Solutions, LLC DBA Kevin J Plank, CFP 401(k) Savings Plan

401(k) retirement plan · Custom Planning Solutions, LLC DBA Kevin J Plank, CFP's Custom Planning Solutions, LLC DBA Kevin J Plank, CFP 401(k) Savings Plan held $440K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

People on this filing

John Ansay signed Custom Planning Solutions, LLC DBA Kevin J Plank, CFP's 2024 Form 5500 as plan administrator.

John Ansay — 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

Custom Planning Solutions, LLC DBA Kevin J Plank, CFP's EIN is 85-0585288.

EIN 85-0585288

Plan number 001

Plan year 2024

ACK ID 20250730084635NAL0009718434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Planning Solutions, LLC DBA Kevin J Plank, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Planning Solutions, LLC DBA Kevin J Plank, CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOM PLANNING SOLUTIONS, LLC DBA KEVIN J PLANK, CFP.

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CUSTOM PLANNING SOLUTIONS, LLC DBA KEVIN J PLANK, CFP

EIN

all filings

Address

12900 LAKE AVENUE, SUITE 820 · LAKEWOOD, OH · 44107

Phone

(216) 765-7410

Industry

Finance & Insurance

Plan administrator