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Original filing (PDF)20251017084254NAL0003907971001
PLANET PAYMENT, INC.
Form 5500
FILING_RECEIVED
PLANET PAYMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
72
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANET PAYMENT, INC..
Plan sponsor
Name
PLANET PAYMENT, INC.
EIN
13-4084693
Address
600 OLD COUNTRY ROAD · SUITE 207 · GARDEN CITY, NY · 11530
Phone
(302) 414-0754
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 pooled funds· $3.3M
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | $2.3M | 70.7% |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | $198K | 6.0% |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | $196K | 6.0% |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $192K | 5.9% |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | $184K | 5.6% |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | $140K | 4.3% |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | $49K | 1.5% |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
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