Karen Reiff signed Planet NINE Private Air, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planet NINE Private Air, LLC's EIN is 82-3674401.
Download the official 2024 Form 5500 (PDF) for Planet NINE Private Air, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planet NINE Private Air, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | 11-2812983 | — | INVESTMENT BROKER | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target 2045 Fund R6 | Mutual Funds | — | — | $925K | 13.2% | |
| American Funds Target 2050 Fund R6 | Mutual Funds | — | — | $871K | 12.4% | |
| American Funds Target 2055 Fund R6 | Mutual Funds | — | — | $850K | 12.1% | |
| American Funds Target 2030 Fund R6 | Mutual Funds | — | — | $797K | 11.4% | |
| Metlife SV Series 25053 | Other securities | — | — | $621K | 8.9% | |
| American Funds Target 2040 Fund R6 | Mutual Funds | — | — | $495K | 7.1% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $415K | 5.9% | |
| American Funds Target 2025 Fund R6 | Mutual Funds | — | — | $415K | 5.9% | |
| American Funds Target 2060 Fund R6 | Mutual Funds | — | — | $379K | 5.4% | |
| American Funds Target 2035 Fund R6 | Mutual Funds | — | — | $296K | 4.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $210K | 3.0% | |
| DFA International Small Company I | Mutual Funds | — | — | $111K | 1.6% | |
| American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $77K | 1.1% | |
| iShares Russell Mid Cap Index | Other securities | — | — | $77K | 1.1% | |
| American Funds Target 2015 Fund R6 | Mutual Funds | — | — | $70K | 1.0% | |
| AB Large Cap Growth Z | Other securities | — | — | $63K | 0.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $47K | 0.7% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $46K | 0.7% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $36K | 0.5% | |
| Goldman GQG Prtnr Intl Opp R6 | Other securities | — | — | $33K | 0.5% | |
| DFA Inflation-Protect Secs I | Mutual Funds | — | — | $33K | 0.5% | |
| DFA International Core Equity Prt Inst | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds Target 2020 Fund R6 | Mutual Funds | — | — | $17K | 0.2% | |
| Federated Hermes MDT Mid Cap Growth R6 | Other securities | — | — | $16K | 0.2% | |
| Columbia Select Mid Cap Value Fund | Other securities | — | — | $10K | 0.1% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $9K | 0.1% | |
| AB Global Bond Z | Other securities | — | — | $8K | 0.1% | |
| Black Rock High Yield Prt K | Other securities | — | — | $8K | 0.1% | |
| American Century SC Growth R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $24K | — |
