PLANNED INVESTMENT CO., INC. EMPLOYEE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score
91
/ 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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED INVESTMENT CO., INC..
Plan sponsor
Name
PLANNED INVESTMENT CO., INC.
EIN
35-1162205
Address
3950 PRIORITY WAY SOUTH DRIVE · SUITE 100 · INDIANAPOLIS, IN · 46240
