Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
ESSENTIAL PLANNING, LLC
EIN 02-0488298financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
20
500 MARKET STREET, UNIT 1D - PORTSMOUTH, NH 03801603-427-5164essential-planning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESSENTIAL PLANNING, LLC 401(K) PLAN
401k
Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESSENTIAL PLANNING, LLC 401(K) PLAN | 401k | $3.1M | 15 | 2025 | |
| 002 | ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.7M | 5 | 2025 |
Retirement plans