How big is Planate Management Group, LLC's plan?

Planate Management Group, LLC's plan reported $4.5M in assets and 74 participants for 2024.

Original filing (PDF)20250613001403NAL0049129170001

Planate Management Group, LLC

Name: Planate Management Group, LLC — Planate Management, Form 5500 (2024)
Creator: Planate Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planate Management Group, LLC 401(k) Plan

401(k) retirement plan · Planate Management Group, LLC's Planate Management Group, LLC 401(k) Plan held $4.5M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Miroa Ramirez signed Planate Management Group, LLC's 2024 Form 5500 as plan administrator.

Miroa Ramirez — 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

Planate Management Group, LLC's EIN is 26-1437781.

EIN 26-1437781

Plan number 001

Plan year 2024

ACK ID 20250613001403NAL0049129170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planate Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANATE MANAGEMENT GROUP, 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