How big is Founded Wealth Planning's plan?

Founded Wealth Planning's plan reported $37K in assets and 3 participants for 2025.

Original filing (PDF)20260413134952NAL0020439859001

Founded Wealth Planning

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

Form 5500-SF

FILING_RECEIVED

Founded Wealth Planning 401(k) Plan

401(k) retirement plan · Founded Wealth Planning's Founded Wealth Planning 401(k) Plan held $37K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan identifiers

Founded Wealth Planning's EIN is 93-4528738.

EIN 93-4528738

Plan number 001

Plan year 2025

ACK ID 20260413134952NAL0020439859001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Founded Wealth Planning's plan includes a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off