How big is Planning Design Studio LLC's plan?

Planning Design Studio LLC's plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260518102140NAL0000004128001

Planning Design Studio LLC

Name: Planning Design Studio LLC — Planning Design Studio, Form 5500 (2025)
Creator: Planning Design Studio LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planning Design Studio 401(k) Plan

401(k) retirement plan · Planning Design Studio LLC's Planning Design Studio 401(k) Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Andrew Franke signed Planning Design Studio LLC's 2025 Form 5500 as plan administrator.

Andrew Franke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planning Design Studio LLC's EIN is 20-3959003.

EIN 20-3959003

Plan number 001

Plan year 2025

ACK ID 20260518102140NAL0000004128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planning Design Studio LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Planning Design Studio LLC'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 PLANNING DESIGN STUDIO LLC.

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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