How big is Planning Alternatives, Ltd.'s plan?

Planning Alternatives, Ltd.'s plan reported $2.8M in assets and 24 participants for 2024.

Original filing (PDF)20250710133114NAL0004095283001

Planning Alternatives, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Planning Alternatives, Ltd. 401(k) Plan

401(k) retirement plan · Planning Alternatives, Ltd.'s Planning Alternatives, Ltd. 401(k) Plan held $2.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Nathan Mersereau signed Planning Alternatives, Ltd.'s 2024 Form 5500 as plan administrator.

Nathan Mersereau — 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

Planning Alternatives, Ltd.'s EIN is 38-2435260.

EIN 38-2435260

Plan number 002

Plan year 2024

ACK ID 20250710133114NAL0004095283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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