How big is Planmember Services Corporation's plan?

Planmember Services Corporation's plan reported $35.9M in assets and 196 participants for 2024.

Original filing (PDF)20251017130223NAL0003980163001

Planmember Services Corporation

Name: Planmember Services Corporation — Planmember, Form 5500 (2024)
Creator: Planmember Services Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Planmember Services Corporation 401(k) Plan

401(k) retirement plan · Planmember Services Corporation's Planmember Services Corporation 401(k) Plan held $35.9M in plan assets for 196 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

30% in single holding

Active participants

196

Accounts w/ balance

242

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

People on this filing

Kristen Rayner signed Planmember Services Corporation's 2024 Form 5500 as plan administrator.

Kristen Rayner — 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

Planmember Services Corporation's EIN is 77-0309553.

EIN 77-0309553

Plan number 001

Plan year 2024

ACK ID 20251017130223NAL0003980163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planmember Services Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planmember Services Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 PLANMEMBER SERVICES CORPORATION.

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How this plan invests

This plan

61 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (89th percentile).

Plan sponsor

Name

PLANMEMBER SERVICES CORPORATION

EIN

all filings

Address

6187 CARPINTERIA AVENUE · CARPINTERIA, CA · 93013

Phone

(800) 874-6910

Industry

Finance & Insurance

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

2025-10-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$7K	—

Investments

61 direct securities· $35.8M(100% of reported assets)

Other securities

$26.1M

25 holdings

Mutual Funds

$9.3M

32 holdings

Participant loans

$295K

1 holding

Agency / Mortgage-Backed

$44K

2 holdings

Common Collective Trusts

$37K

1 holding

					% of plan
Plan Member Index Portfolio V Plan Member 0	Other securities	—	—	$10.8M	30.1%
Plan Member Index Portfolio IV Plan Member 0	Other securities	—	—	$7.3M	20.3%
Plan Member Index Portfolio III Plan Member 0	Other securities	—	—	$2.9M	8.2%
Vanguard Growth Index Adm Vanguard 0	Mutual Funds	—	—	$2.7M	7.6%
Schwab Self-Direct Invest Fund V Schwab 0	Mutual Funds	—	—	$2.1M	5.8%
Plan Member Hybrid Portfolio V Plan Member 0	Other securities	—	—	$2.0M	5.6%
Vanguard Small-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$857K	2.4%
Vanguard Value Index Adm Vanguard 0	Mutual Funds	—	—	$523K	1.5%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Mutual Funds	—	—	$517K	1.4%
T. Rowe Price Growth Stock Inv T. Rowe Price 0	Other securities	—	—	$482K	1.3%
Plan Member Hybrid Portfolio III Plan Member 0	Other securities	—	—	$449K	1.3%
DFA U.S. Core Equity I DFA 0	Mutual Funds	—	—	$432K	1.2%
Vanguard Small-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$347K	1.0%
Plan Member Hybrid Portfolio IV Plan Member 0	Other securities	—	—	$344K	1.0%
T. Rowe Price Equity Income Inv T. Rowe Price 0	Other securities	—	—	$300K	0.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$295K	0.8%
Plan Member Index Portfolio II Plan Member 0	Other securities	—	—	$264K	0.7%
American Eupac R6 American 0	Other securities	—	—	$214K	0.6%
American Funds American Hi Inc Tr R6 American Funds 0	Mutual Funds	—	—	$209K	0.6%
Vanguard Inflation-Protected Sec Adm Vanguard 0	Mutual Funds	—	—	$202K	0.6%
DFA International Core Eqty 2 Port DFA 0	Mutual Funds	—	—	$200K	0.6%
Vanguard Total Bond Market Index Adm Vanguard 0	Mutual Funds	—	—	$200K	0.6%
T. Rowe Price Value Inv T. Rowe Price 0	Other securities	—	—	$193K	0.5%
Plan Member Index Portfolio I Plan Member 0	Other securities	—	—	$178K	0.5%
T. Rowe Price Blue Chip Growth Inv T. Rowe Price 0	Other securities	—	—	$157K	0.4%
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$149K	0.4%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$144K	0.4%
American Funds Cap World Gr & Inc R6 American Funds 0	Mutual Funds	—	—	$138K	0.4%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$108K	0.3%
American Funds New Economy R6 American Funds 0	Mutual Funds	—	—	$107K	0.3%
Plan Member Hybrid Portfolio II Plan Member 0	Other securities	—	—	$96K	0.3%
American Funds AMCAP R6 American Funds 0	Mutual Funds	—	—	$73K	0.2%
Federated Hermes Instl Hiyd Bd IS Federated 0	Other securities	—	—	$71K	0.2%
Plan Member Hybrid Portfolio I Plan Member 0	Other securities	—	—	$58K	0.2%
T. Rowe Price Intl Bond Inv T. Rowe Price 0 974 T. Rowe Price Intl Discovery Inv T. Rowe Price 0	Other securities	—	—	$55K	0.2%
American Funds Washington Mutual R6 American Funds 0	Mutual Funds	—	—	$54K	0.2%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$47K	0.1%
American Funds Fundamental Inv R6 American Funds 0	Mutual Funds	—	—	$46K	0.1%
T. Rowe Price New Income Inv T. Rowe Price 0	Other securities	—	—	$45K	0.1%
Vanguard GNMA Adm Vanguard 0	Agency / Mortgage-Backed	—	—	$43K	0.1%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$38K	0.1%
iShares Russell 2000 SmCap Ind K iShares 0	Common Collective Trusts	—	—	$37K	0.1%
DFA Emerging Markets Portfolio Inst DFA 0	Mutual Funds	—	—	$33K	<0.1%
AB Discovery Growth Z Alliance Bernstein 0	Other securities	—	—	$33K	<0.1%
Vanguard Interm-Term Treasury Adm Vanguard 0	Mutual Funds	—	—	$32K	<0.1%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$32K	<0.1%
American Funds SMALLCAP World R6 American Funds 0	Mutual Funds	—	—	$31K	<0.1%
Vanguard Interm-Term Invst Grade Adm Vanguard 0	Mutual Funds	—	—	$24K	<0.1%
T. Rowe Price New Asia Inv T. Rowe Price 0	Other securities	—	—	$20K	<0.1%
AB Discovery Value Z Alliance Bernstein 0	Other securities	—	—	$19K	<0.1%