How big is Planpilot, LLC's plan?

Planpilot, LLC's plan reported $1.9M in assets and 15 participants for 2024.

Original filing (PDF)20250905112430NAL0017069681001

Planpilot, LLC

Name: Planpilot, LLC — Planpilot DC 401(k) Plan, Form 5500 (2024)
Creator: Planpilot, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planpilot DC 401(k) Plan

401(k) retirement plan · Planpilot, LLC's Planpilot DC 401(k) Plan held $1.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Mark Olsen signed Planpilot, LLC's 2024 Form 5500 as plan administrator.

Mark Olsen — 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

Planpilot, LLC's EIN is 45-4168388.

EIN 45-4168388

Plan number 001

Plan year 2024

ACK ID 20250905112430NAL0017069681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planpilot, LLC'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 PLANPILOT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PLANPILOT, LLC

EIN

all filings

Address

223 WEST JACKSON BOULEVARD · SUITE 800 · CHICAGO, IL · 60606

Phone

(312) 973-4913

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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