How big is Planned Property Management in's plan?

Planned Property Management in's plan reported $414K in assets and 115 participants for 2024.

Original filing (PDF)20250728163031NAL0003938850001

Planned Property Management in

Name: Planned Property Management in — Planned Property, Form 5500 (2024)
Creator: Planned Property Management in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planned Property Management in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Planned Property Management in's Planned Property Management in 401(k) Profit Sharing Plan & Trust held $414K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

Stella Ciesla signed Planned Property Management in's 2024 Form 5500 as plan administrator.

Stella Ciesla — 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

Planned Property Management in's EIN is 36-4014866.

EIN 36-4014866

Plan number 001

Plan year 2024

ACK ID 20250728163031NAL0003938850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planned Property Management in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Property Management in'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 PLANNED PROPERTY MANAGEMENT IN.

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score