How big is Partners in Planning, LLC's plan?

Partners in Planning, LLC's plan reported $67K in assets and 2 participants for 2024.

Original filing (PDF)20250919103806NAL0002853328001

Partners in Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Partners in Planning, LLC 401(k) Plan

401(k) retirement plan · Partners in Planning, LLC's Partners in Planning, LLC 401(k) Plan held $67K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Andrew Schumacher signed Partners in Planning, LLC's 2024 Form 5500 as plan administrator.

Andrew Schumacher — 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

Partners in Planning, LLC's EIN is 92-2782578.

EIN 92-2782578

Plan number 001

Plan year 2024

ACK ID 20250919103806NAL0002853328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Partners in Planning, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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