What public Form 5500 filings show about the Planet Home Lending, LLC 401(k) plan — and how to find and check your own account.
Planet Home Lending, LLC (EIN 26-0362771) reports PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $57.9M in plan assets across 1,287 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 Home Lending, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Planet Home Lending, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, CREATIVE PLANNING.
