How big is Planeform LLC's plan?

Planeform LLC's plan reported $241K in assets and 8 participants for 2025.

Original filing (PDF)20260428221318NAL0009840881062

Planeform LLC

Name: Planeform LLC — Planeform LLC 401(k) Plan, Form 5500 (2025)
Creator: Planeform LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planeform LLC 401(k) Plan

401(k) retirement plan · Planeform LLC's Planeform LLC 401(k) Plan held $241K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

Planeform LLC's EIN is 81-0850298.

EIN 81-0850298

Plan number 001

Plan year 2025

ACK ID 20260428221318NAL0009840881062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planeform LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Planeform LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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