How big is Planforit LLC's plan?

Planforit LLC's plan reported $779K in assets and 7 participants for 2024.

Original filing (PDF)20250612125424NAL0047717042001

Planforit LLC

Name: Planforit LLC — Planforit LLC 401(k) Plan, Form 5500 (2024)
Creator: Planforit LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planforit LLC 401(k) Plan

401(k) retirement plan · Planforit LLC's Planforit LLC 401(k) Plan held $779K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

People on this filing

Alicia Baliff signed Planforit LLC's 2024 Form 5500 as plan administrator.

Alicia Baliff — 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

Planforit LLC's EIN is 84-3986765.

EIN 84-3986765

Plan number 002

Plan year 2024

ACK ID 20250612125424NAL0047717042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

PLANFORIT LLC

EIN

all filings

Address

5900 SARATOGA RD. STE 7 · DUBUQUE, IA · 52002

Phone

(563) 690-0727

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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