PLANET EQUITY GROUP, LLC 401(k) Plan
What public Form 5500 filings show about the PLANET EQUITY GROUP, LLC 401(k) plan — and how to find and check your own account.
The PLANET EQUITY GROUP, LLC 401(k) on its latest Form 5500
PLANET EQUITY GROUP, LLC (EIN 46-1996256) reports PLANET EQUITY GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $53.3M in plan assets across 1,310 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full PLANET EQUITY GROUP, LLC filing — schedules, fees, and providers.
Who runs the PLANET EQUITY GROUP, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PLANET EQUITY GROUP, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ETA CONSULTING, ANCORA RETIREMENT PLAN ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L, EQUITABLE ADVISORS.
How to check your PLANET EQUITY GROUP, LLC 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask PLANET EQUITY GROUP, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).