Laura Winingham signed Planet Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planet Technologies, Inc.'s EIN is 52-2062401.
Download the official 2024 Form 5500 (PDF) for Planet Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planet Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date | Mutual Funds | — | — | $3.9M | 15.4% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $3.4M | 13.5% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $3.2M | 12.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.9M | 11.6% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $2.2M | 9.0% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $1.5M | 5.9% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $1.2M | 4.7% | |
| T. Rowe Price Growth Stock I | Other securities | — | — | $960K | 3.8% | |
| T. ROWE PRICE STABLE VALUE CTF A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $473K | 1.9% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $451K | 1.8% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $449K | 1.8% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $424K | 1.7% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $342K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $301K | 1.2% | |
| Vanguard Total Bond Mkt IX Adm | Mutual Funds | — | — | $256K | 1.0% | |
| Vanguard Inflation Protect Adm | Mutual Funds | — | — | $251K | 1.0% | |
| MFS Value R6 | Mutual Funds | — | — | $193K | 0.8% | |
| JPMorgan Emerging Mkts Eq | Other securities | — | — | $149K | 0.6% | |
| PGIM High-Yield R6 | Other securities | — | — | $142K | 0.6% | |
| American Century Sm Cap GR R6 | Other securities | — | — | $126K | 0.5% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $125K | 0.5% | |
| Vanguard Total Intl IX Adm | Mutual Funds | — | — | $122K | 0.5% | |
| MFS International Growth R6 | Mutual Funds | — | — | $112K | 0.4% | |
| American Funds 2015 Target Date | Mutual Funds | — | — | $110K | 0.4% | |
| Vanguard International Value | Mutual Funds | — | — | $99K | 0.4% | |
| Vanguard ST Inv Grade Bond Adm | Mutual Funds | — | — | $93K | 0.4% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $89K | 0.4% | |
| American Century Sm Cap Val R6 | Other securities | — | — | $72K | 0.3% | |
| Allspring Spec Mid Cap Val | Other securities | — | — | $68K | 0.3% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $35K | 0.1% | |
| MFS Total Return Fund R6 | Mutual Funds | — | — | $32K | 0.1% | |
| PGI CIT US Real Estate Secs CIT Tier I | Common Collective Trusts | — | — | $28K | 0.1% | |
| PIMCO Commodity Real Return | Mutual Funds | — | — | $14K | <0.1% | |
| INVESTMENTS IN REGISTERED INVESTMENT COMPANIES AB Global Bond Z 209 Allspring Core Bond R6 | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $7K | — |
