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THE PLANNING COUNCIL — 403(B) THRIFT PLAN OF THE PLANNING COUNCIL, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008145318NAL0006024449001
THE PLANNING COUNCIL
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF THE PLANNING COUNCIL
401(k) retirement plan
Active participants
55
Accounts w/ balance
59
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE PLANNING COUNCIL
.
Find decision makers
Plan sponsor
Name
THE PLANNING COUNCIL
EIN
54-0505998
Address
2551 ELTHAM AVENUE SUITE 1 · NORFOLK, VA · 23513
Phone
(757) 622-9268
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL ASSOCIATION OF COUNCILS ON DEVELOPMENT DISABILITIES
NATIONAL ASSOCIATIONS OF COUNCILS ON DEVELOPMENT DISABILITIES 401(K) PLAN
$1.2M · 7 participants
HANOVER IMPROVEMENT SOCIETY CORPORATION
HANOVER IMPROVEMENT SOCIETY CORPORATION 401(K) PLAN
$1.2M · 14 participants
SCHOOL LEADER LAB
SCHOOL LEADER LAB 401(K) PLAN
$1.2M · 5 participants
RANDOLPH COMMUNITY SERVICES, INC.
RANDOLPH COMMUNITY SERVICES, INC. RETIREMENT PLAN
$1.2M · 66 participants
NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NCPERS EMPLOYEE DEFINED BENEFIT PLAN
$1.2M · 3 participants
CLEAN GRID ALLIANCE 403(B) PLAN
CLEAN GRID ALLIANCE 403(B)PLAN
$1.2M · 14 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
