How big is SMB Planit, LLC's plan?

SMB Planit, LLC's plan reported $67K in assets and 4 participants for 2025.

Original filing (PDF)20260428221051NAL0016385616062

SMB Planit, LLC

Name: SMB Planit, LLC — SMB Planit 401(k) Plan, Form 5500 (2025)
Creator: SMB Planit, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMB Planit 401(k) Plan

401(k) retirement plan · SMB Planit, LLC's SMB Planit 401(k) Plan held $67K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

Plan identifiers

SMB Planit, LLC's EIN is 88-4121834.

EIN 88-4121834

Plan number 001

Plan year 2025

ACK ID 20260428221051NAL0016385616062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SMB Planit, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SMB Planit, 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 SMB PLANIT, 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