How big is The Planning Group's plan?

The Planning Group's plan reported $707K in assets and 5 participants for 2025.

Original filing (PDF)20260507150859NAL0002359235001

The Planning Group

Name: The Planning Group — The Planning Group 401(k) Plan, Form 5500 (2025)
Creator: The Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Planning Group 401(k) Plan

401(k) retirement plan · The Planning Group's The Planning Group 401(k) Plan held $707K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

People on this filing

Rick Tsoumas signed The Planning Group's 2025 Form 5500 as plan administrator.

Rick Tsoumas — 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

The Planning Group's EIN is 52-2174982.

EIN 52-2174982

Plan number 001

Plan year 2025

ACK ID 20260507150859NAL0002359235001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Planning Group'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 THE PLANNING GROUP.

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

THE PLANNING GROUP

EIN

all filings

Address

500 COUNTRY PINE LANE, SUITE 1 · BATTLE CREEK, MI · 49015

Phone

(269) 441-5007

Industry

Finance & Insurance

Plan administrator