Original filing (PDF)20260626081348NAL0011363008001

Planning/Design, Inc. DBA Sanford Golf Design

Name: Planning/Design, Inc. DBA Sanford Golf Design — Form 5500 Plan 001 (2025)
Creator: Planning/Design, Inc. DBA Sanford Golf Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planning/Design, Inc. Profit Sharing Plan

401(k) retirement plan · Planning/Design, Inc. DBA Sanford Golf Design's Planning/Design, Inc. Profit Sharing Plan held $3.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNING/DESIGN, INC. DBA SANFORD GOLF DESIGN.

Plan sponsor

Name

PLANNING/DESIGN, INC. DBA SANFORD GOLF DESIGN

EIN

59-1817882all filings

Address

211 BARBADOS DR. · JUPITER, FL · 334582926

Phone

(561) 691-8601

Industry

Professional & Technical Services

Plan administrator