How big is Panorama Financial, LLC's plan?

Panorama Financial, LLC's plan reported $855K in assets and 13 participants for 2025.

Original filing (PDF)20260429221138NAL0017400368031

Panorama Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Panorama Financial, LLC 401(k) Plan

401(k) retirement plan · Panorama Financial, LLC's Panorama Financial, LLC 401(k) Plan held $855K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$855K

Net assets (EOY)

$855K

People on this filing

Elantha Barry signed Panorama Financial, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Panorama Financial, LLC's EIN is 92-2506271.

EIN 92-2506271

Plan number 001

Plan year 2025

ACK ID 20260429221138NAL0017400368031

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Panorama Financial, 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 PANORAMA FINANCIAL, 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