How big is The Essential Planning Group, Inc.'s plan?

The Essential Planning Group, Inc.'s plan reported $1.8M in assets and 11 participants for 2024.

Original filing (PDF)20250714184201NAL0001397249001

The Essential Planning Group, Inc.

Name: The Essential Planning Group, Inc. — The Essential, Form 5500 (2024)
Creator: The Essential Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Essential Planning Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Essential Planning Group, Inc.'s The Essential Planning Group, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Craig Martin signed The Essential Planning Group, Inc.'s 2024 Form 5500 as plan administrator.

Craig Martin — 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

The Essential Planning Group, Inc.'s EIN is 93-1111326.

EIN 93-1111326

Plan number 002

Plan year 2024

ACK ID 20250714184201NAL0001397249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Essential Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Essential Planning Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ESSENTIAL PLANNING GROUP, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE ESSENTIAL PLANNING GROUP, INC

EIN

all filings

Address

8955 SW COMMERCIAL STREET · TIGARD, OR · 97223

Phone

(503) 624-6700

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator