Back to filter
Original filing (PDF)20250714094841NAL0000890577001
PLA-FIT FRANCHISE, LLC
Form 5500
FILING_RECEIVED
PLANET FITNESS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,683
Accounts w/ balance
571
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLA-FIT FRANCHISE, LLC.
Plan sponsor
Name
PLA-FIT FRANCHISE, LLC
EIN
59-3764075
Address
4 LIBERTY LANE WEST · HAMPTON, NH · 03842
Phone
(603) 750-0001
Industry
Arts, Entertainment, Recreationsee 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
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $86K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
Investments
22 direct securities · 10 pooled funds· $38.6M(100% 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
$32.5M
22 holdings
Pooled Separate Account
$4.8M
6 holdings
Common Collective Trust
$1.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Investment Fund " | — | — | — | $6.5M | 17.6% | |
| Vanguard Target Retirement 2045 Investment Fund " | — | — | — | $6.1M | 16.2% | |
| Vanguard Target Retirement 2050 Investment Fund " | — | — | — | $3.9M | 10.6% | |
| Vanguard Target Retirement 2030 Investment Fund " | — | — | — | $3.9M | 10.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.0M | 8.0% | |
| Vanguard Target Retirement 2055 Investment Fund " | — | — | — | $2.4M | 6.4% | |
| JPMorgan Large Cap Growth Fund " | — | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2035 Investment Fund " | — | — | — | $1.6M | 4.3% | |
| Vanguard Target Retirement 2025 Investment Fund " | — | — | — | $1.2M | 3.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $905K | 2.4% | |
| iShares MSCL Total International Index Fund " | — | — | — | $657K | 1.8% | |
| Principal Equity Income Fund " | — | — | — | $617K | 1.7% | |
| PRIN EQUITY INC FD TIER A-I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $617K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $568K | 1.5% | |
| Vanguard Target Retirement Income Investment Fund " | — | — | — | $505K | 1.4% | |
| Vanguard Target Retirement 2060 Investment Fund " | — | — | — | $441K | 1.2% | |
| Vanguard Target Retirement 2020 Investment Fund " | — | — | — | $407K | 1.1% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $386K | 1.0% | |
| Victory Sycamore Established Value Fund " | — | — | — | $345K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $319K | 0.9% | |
| Participant loans (4.25% - 10.50%) - | — | — | — | $319K | 0.9% | |
| Vanguard Target Retirement 2065 Investment Fund " | — | — | — | $314K | 0.8% | |
| Principal Diversified International Equity Fund " | — | — | — | $299K | 0.8% | |
| PRIN DIV INTL EQ FD TIER AI PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $299K | 0.8% | |
| AB Small Cap Growth Portfolio Fund " | — | — | — | $245K | 0.7% | |
| American Century Small Cap Value Fund " | — | — | — | $228K | 0.6% | |
| Janus Henderson Enterprise Collective Fund " | — | — | — | $208K | 0.6% | |
| JANUS HEND ENT COLL FD CL III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $208K | 0.6% | |
| Janus Henderson Core Plus Fixed Income Fund Common collective trust | — | — | — | $197K | 0.5% | |
| JANUS HND CR PL FXD INC CLT FD SEI TRUST COMPANY · EIN 47-1570020 / PN 075 | Common Collective Trust | — | — | $197K | 0.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |