How big is CARY Financial Planning, LLC's plan?

CARY Financial Planning, LLC's plan reported $24K in assets and 3 participants for 2025.

Original filing (PDF)20260501220131NAL0002342514012

CARY Financial Planning, LLC

Name: CARY Financial Planning, LLC — CARY Financial, Form 5500 (2025)
Creator: CARY Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CARY Financial Planning, LLC 401(k) Plan

401(k) retirement plan · CARY Financial Planning, LLC's CARY Financial Planning, LLC 401(k) Plan held $24K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

CARY Financial Planning, LLC's EIN is 88-0822562.

EIN 88-0822562

Plan number 001

Plan year 2025

ACK ID 20260501220131NAL0002342514012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CARY Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CARY Financial Planning, LLC'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 CARY FINANCIAL PLANNING, LLC.

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Plan health score

Above-average plan

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

Knocking points off