How big is Defined Financial Planning LLC's plan?

Defined Financial Planning LLC's plan reported $34K in assets and 3 participants for 2024.

Original filing (PDF)20250929150004NAL0005099747001

Defined Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Defined Financial Planning 401(k) Plan

401(k) retirement plan · Defined Financial Planning LLC's Defined Financial Planning 401(k) Plan held $34K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Defined Financial Planning LLC's EIN is 85-0655239.

EIN 85-0655239

Plan number 001

Plan year 2024

ACK ID 20250929150004NAL0005099747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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