Original filing (PDF)20250415220213NAL0004101921042

THE PLANNING PROJECT LLC, DBA THE SUM

Name: THE PLANNING PROJECT LLC, DBA THE SUM — THE PLANNING PROJECT LLC, DBA THE SUM 401(K) PLAN, Form 5500 (2024)
Creator: THE PLANNING PROJECT LLC, DBA THE SUM

Form 5500-SF

FILING_RECEIVED

THE PLANNING PROJECT LLC, DBA THE SUM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE PLANNING PROJECT LLC, DBA THE SUM

EIN

82-4645997all filings

Address

4526 RESEARCH FOREST DR · SUITE 240 · THE WOODLANDS, TX · 77381

Phone

(281) 940-4859

Industry

Finance & Insurancesee all

Plan administrator