How big is Financial Planner Group LLC's plan?

Financial Planner Group LLC's plan reported $136K in assets and 7 participants for 2024.

Original filing (PDF)20250926173047NAL0011144864001

Financial Planner Group LLC

Name: Financial Planner Group LLC — FPG LLC 401(k) Plan, Form 5500 (2024)
Creator: Financial Planner Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FPG LLC 401(k) Plan

401(k) retirement plan · Financial Planner Group LLC's FPG LLC 401(k) Plan held $136K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

Alexander Izmailov signed Financial Planner Group LLC's 2024 Form 5500 as plan administrator.

Alexander Izmailov — 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

Financial Planner Group LLC's EIN is 88-1471461.

EIN 88-1471461

Plan number 001

Plan year 2024

ACK ID 20250926173047NAL0011144864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Planner Group 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 FINANCIAL PLANNER GROUP 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