How big is XENA Financial Planning LLC's plan?

XENA Financial Planning LLC's plan reported $806K in assets and 4 participants for 2025.

Original filing (PDF)20260423220629NAL0011035714068

XENA Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

XENA Financial Planning 401(k) Plan

401(k) retirement plan · XENA Financial Planning LLC's XENA Financial Planning 401(k) Plan held $806K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Elantha Barry signed XENA Financial Planning 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

XENA Financial Planning LLC's EIN is 99-4996311.

EIN 99-4996311

Plan number 001

Plan year 2025

ACK ID 20260423220629NAL0011035714068

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

XENA Financial Planning 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 XENA FINANCIAL 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