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Original filing (PDF)20251009101222NAL0010737760001
PLANET TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
PLANET TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
305
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANET TECHNOLOGIES, INC..
Plan sponsor
Name
PLANET TECHNOLOGIES, INC.
EIN
52-2062401
Address
9801 WASHINGTONIAN BLVD · #360 · GAITHERSBURG, MD · 20878
Phone
(301) 721-0100
Industry
Professional & Technical Servicessee all
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FAW, CASSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $26K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $7K | — |
Investments
33 direct securities · 1 pooled fund· $23.7M(95% of reported assets)
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.
Uncategorized
$23.2M
33 holdings
Common Collective Trust
$473K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date | — | — | — | $3.9M | 15.4% | |
| American Funds 2035 Target Date | — | — | — | $3.4M | 13.5% | |
| American Funds 2040 Target Date | — | — | — | $3.2M | 12.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.9M | 11.6% | |
| American Funds 2030 Target Date | — | — | — | $2.2M | 9.0% | |
| American Funds 2050 Target Date | — | — | — | $1.5M | 5.9% | |
| American Funds 2055 Target Date | — | — | — | $1.2M | 4.7% | |
| T. Rowe Price Growth Stock I | — | — | — | $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 | — | — | — | $451K | 1.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $449K | 1.8% | |
| JPMorgan Mid Cap Growth | — | — | — | $424K | 1.7% | |
| American Funds 2025 Target Date | — | — | — | $342K | 1.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $301K | 1.2% | |
| Vanguard Total Bond Mkt IX Adm | — | — | — | $256K | 1.0% | |
| Vanguard Inflation Protect Adm | — | — | — | $251K | 1.0% | |
| MFS Value R6 | — | — | — | $193K | 0.8% | |
| JPMorgan Emerging Mkts Eq | — | — | — | $149K | 0.6% | |
| PGIM High-Yield R6 | — | — | — | $142K | 0.6% | |
| American Century Sm Cap GR R6 | — | — | — | $126K | 0.5% | |
| JPMorgan Equity Income R6 | — | — | — | $125K | 0.5% | |
| Vanguard Total Intl IX Adm | — | — | — | $122K | 0.5% | |
| MFS International Growth R6 | — | — | — | $112K | 0.4% | |
| American Funds 2015 Target Date | — | — | — | $110K | 0.4% | |
| Vanguard International Value | — | — | — | $99K | 0.4% | |
| Vanguard ST Inv Grade Bond Adm | — | — | — | $93K | 0.4% | |
| American Funds 2065 Target Date | — | — | — | $89K | 0.4% | |
| American Century Sm Cap Val R6 | — | — | — | $72K | 0.3% | |
| Allspring Spec Mid Cap Val | — | — | — | $68K | 0.3% | |
| American Funds 2020 Target Date | — | — | — | $35K | 0.1% | |
| MFS Total Return Fund R6 | — | — | — | $32K | 0.1% | |
| PGI CIT US Real Estate Secs CIT Tier I | — | — | — | $28K | 0.1% | |
| PIMCO Commodity Real Return | — | — | — | $14K | <0.1% | |
| INVESTMENTS IN REGISTERED INVESTMENT COMPANIES AB Global Bond Z 209 Allspring Core Bond R6 | — | — | — | $7K | <0.1% |
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