How big is Project Planning Partners, LLC's plan?

Project Planning Partners, LLC's plan reported $773K in assets and 9 participants for 2024.

Original filing (PDF)20250630233956NAL0012292145001

Project Planning Partners, LLC

Name: Project Planning Partners, LLC — Project Planning, Form 5500 (2024)
Creator: Project Planning Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Project Planning Partners, LLC 401(k) Plan

401(k) retirement plan · Project Planning Partners, LLC's Project Planning Partners, LLC 401(k) Plan held $773K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

JODY Elsom signed Project Planning Partners, LLC's 2024 Form 5500 as plan administrator.

JODY Elsom — 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

Project Planning Partners, LLC's EIN is 26-3687992.

EIN 26-3687992

Plan number 001

Plan year 2024

ACK ID 20250630233956NAL0012292145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Project Planning Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Project Planning Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROJECT PLANNING PARTNERS, 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