How big is J&R Planing, LLC's plan?

J&R Planing, LLC's plan reported $1.5M in assets and 25 participants for 2024.

Original filing (PDF)20251002131814NAL0000324195001

J&R Planing, LLC

Name: J&R Planing, LLC — J&R Planing, LLC 401(k) Plan, Form 5500 (2024)
Creator: J&R Planing, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J&R Planing, LLC 401(k) Plan

401(k) retirement plan · J&R Planing, LLC's J&R Planing, LLC 401(k) Plan held $1.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

J&R Planing, LLC's EIN is 61-1912843.

EIN 61-1912843

Plan number 001

Plan year 2024

ACK ID 20251002131814NAL0000324195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J&R Planing, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J&R Planing, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J&R PLANING, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off