How big is Viable Planning, LLC's plan?

Viable Planning, LLC's plan reported $483K in assets and 5 participants for 2024.

Original filing (PDF)20250904061042NAL0016008817001

Viable Planning, LLC

Name: Viable Planning, LLC — Viable Planning, LLC 401(k), Form 5500 (2024)
Creator: Viable Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Viable Planning, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Viable Planning, LLC's Viable Planning, LLC 401(k) Profit Sharing Plan held $483K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

Plan identifiers

Viable Planning, LLC's EIN is 88-2589377.

EIN 88-2589377

Plan number 001

Plan year 2024

ACK ID 20250904061042NAL0016008817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Viable Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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