How big is Planeta Design Group, LLC's plan?

Planeta Design Group, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250220134806NAL0004217619001

Planeta Design Group, LLC

Name: Planeta Design Group, LLC — Planeta Design Group, Form 5500 (2024)
Creator: Planeta Design Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planeta Design Group, LLC Retirement Plan

401(k) retirement plan · Planeta Design Group, LLC's Planeta Design Group, LLC Retirement Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Patrick Planeta signed Planeta Design Group, LLC's 2024 Form 5500 as plan administrator.

Patrick Planeta — 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

Planeta Design Group, LLC's EIN is 47-3982496.

EIN 47-3982496

Plan number 001

Plan year 2024

ACK ID 20250220134806NAL0004217619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planeta Design Group, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANETA DESIGN GROUP, 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 (97th percentile).

Plan sponsor

Name

PLANETA DESIGN GROUP, LLC

EIN

all filings

Address

535 ALBANY STREET, #104B-1 · BOSTON, MA · 02118

Phone

(617) 821-2379

Industry

Professional & Technical Services

Plan administrator