Original filing (PDF)20240814134616NAL0006856387001

GL PLANNING & DESIGN, INC.

Name: GL PLANNING & DESIGN, INC. — GLP 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: GL PLANNING & DESIGN, INC.

Form 5500

FILING_RECEIVED

GLP 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

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

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GL PLANNING & DESIGN, INC..

Plan sponsor

Name

GL PLANNING & DESIGN, INC.

EIN

26-3872373

Address

851 BURLWAY ROAD, SUITE 418 · BURLINGAME, CA · 94010

Phone

(415) 512-7795

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-27

Filed

2024-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.

			% of plan
GG G RETIRE INC F35 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 20-5886387 / PN 082	Common Collective Trust	$0	—

1–1 of 1

Related plans

Similar-size Professional & Technical Services plans

TIEMENS LAND SURVEYING, INC.

TIEMENS LAND SURVEYING, INC. 401(K) & PROFIT SHARING PLAN

MCGRANAHAN ARCHITECTS, P.S.

MCGRANAHAN ARCHITECTS RETIREMENT PLAN

SHAEFFER & MADAMA, INC.

SHAEFFER & MADAMA, INC. 401(K) P/S PLAN

HARRISON WOODFIELD ARCHITECTS, INC.

HARRISON WOODFIELD ARCHITECTS, INC. RETIREMENT SAVINGS PLAN

DAVID BESSENT ARCHITECTS

DAVID BESSENT ARCHITECTS 401K PLAN