How big is Indigo Planning LLC's plan?

Indigo Planning LLC's plan reported $146K in assets and 3 participants for 2024.

Original filing (PDF)20250618170308NAL0002461457001

Indigo Planning LLC

Name: Indigo Planning LLC — Indigo Planning LLC 401(k) P/S, Form 5500 (2024)
Creator: Indigo Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Indigo Planning LLC 401(k) P/S Plan

401(k) retirement plan · Indigo Planning LLC's Indigo Planning LLC 401(k) P/S Plan held $146K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Serena Villamor signed Indigo Planning LLC's 2024 Form 5500 as plan administrator.

Serena Villamor — 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

Indigo Planning LLC's EIN is 47-3323467.

EIN 47-3323467

Plan number 001

Plan year 2024

ACK ID 20250618170308NAL0002461457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Indigo Planning LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDIGO PLANNING 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

INDIGO PLANNING LLC

EIN

all filings

Address

871 CORONADO CENTER DR · SUITE 201 · HENDERSON, NV · 89052

Phone

(702) 403-5667

Industry

Arts, Entertainment, Recreation

Plan administrator