How big is Planful Finance's plan?

Planful Finance's plan reported $82K in assets and 2 participants for 2025.

Original filing (PDF)20260428220725NAL0015758304007

Planful Finance

Name: Planful Finance — Planful Finance 401(k) Plan, Form 5500 (2025)
Creator: Planful Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planful Finance 401(k) Plan

401(k) retirement plan · Planful Finance's Planful Finance 401(k) Plan held $82K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

Plan identifiers

Planful Finance's EIN is 88-3452627.

EIN 88-3452627

Plan number 001

Plan year 2025

ACK ID 20260428220725NAL0015758304007

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planful Finance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Planful Finance'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 PLANFUL FINANCE.

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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