How big is Planners Advisory Services, LLC's plan?

Planners Advisory Services, LLC's plan reported $1.8M in assets and 1 participants for 2022.

Original filing (PDF)20230508154400NAL0052200946001

Planners Advisory Services, LLC

Name: Planners Advisory Services, LLC — Planners Advisory, Form 5500 (2022)
Creator: Planners Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planners Advisory Services, Inc. 401(k) Plan

401(k) retirement plan · Planners Advisory Services, LLC's Planners Advisory Services, Inc. 401(k) Plan held $1.8M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Planners Advisory Services, LLC's EIN is 83-2336204.

EIN 83-2336204

Plan number 001

Plan year 2022

ACK ID 20230508154400NAL0052200946001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Planners Advisory Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Planners Advisory Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNERS ADVISORY SERVICES, 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