How big is POPE Financial Planning, LLC's plan?

POPE Financial Planning, LLC's plan reported $42K in assets and 4 participants for 2025.

Original filing (PDF)20260519162125NAL0001180593001

POPE Financial Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

POPE Financial Planning, LLC 401(k) Plan

401(k) retirement plan · POPE Financial Planning, LLC's POPE Financial Planning, LLC 401(k) Plan held $42K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

Jared Porter signed POPE Financial Planning, LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

POPE Financial Planning, LLC's EIN is 92-3074050.

EIN 92-3074050

Plan number 001

Plan year 2025

ACK ID 20260519162125NAL0001180593001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

POPE Financial Planning, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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