How big is The Planetary Group, Inc.'s plan?

The Planetary Group, Inc.'s plan reported $725K in assets and 11 participants for 2024.

Original filing (PDF)20250626115554NAL0021416546001

The Planetary Group, Inc.

Name: The Planetary Group, Inc. — The Planetary Group, Form 5500 (2024)
Creator: The Planetary Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Planetary Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Planetary Group, Inc.'s The Planetary Group, Inc. 401(k) Profit Sharing Plan held $725K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

Plan identifiers

The Planetary Group, Inc.'s EIN is 20-0829807.

EIN 20-0829807

Plan number 002

Plan year 2024

ACK ID 20250626115554NAL0021416546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Planetary Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Planetary Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PLANETARY GROUP, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE PLANETARY GROUP, INC.

EIN

all filings

Address

6161 SANTA MONICA BLVD., SUITE 202 · LOS ANGELES, CA · 90038

Phone

(323) 952-5050

Industry

Professional & Technical Services

Plan administrator