How big is Master Planning Management LLC's plan?

Master Planning Management LLC's plan reported $498K in assets and 12 participants for 2024.

Original filing (PDF)20250714173433NAL0001346177001

Master Planning Management LLC

Name: Master Planning Management LLC — Master Planning, Form 5500 (2024)
Creator: Master Planning Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Master Planning Management 401(k) Plan

401(k) retirement plan · Master Planning Management LLC's Master Planning Management 401(k) Plan held $498K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

People on this filing

John ZHAO signed Master Planning Management LLC's 2024 Form 5500 as plan administrator.

John ZHAO — 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

Master Planning Management LLC's EIN is 81-2086424.

EIN 81-2086424

Plan number 001

Plan year 2024

ACK ID 20250714173433NAL0001346177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Master Planning Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Master Planning Management 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 MASTER PLANNING MANAGEMENT LLC.

Finding similar companies…

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