Original filing (PDF)20251014195456NAL0007296578001

META PLANNING + DESIGN MANAGEMENT, LLC

Name: META PLANNING + DESIGN MANAGEMENT, LLC — META PLANNING + DESIGN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: META PLANNING + DESIGN MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

META PLANNING + DESIGN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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 META PLANNING + DESIGN MANAGEMENT, LLC.

Plan sponsor

Name

META PLANNING + DESIGN MANAGEMENT, LLC

EIN

92-2143164

Address

24285 KATY FREEWAY SUITE 525 · KATY, TX · 77494

Phone

(281) 810-1422

Industry

Professional & Technical Servicessee all

Plan administrator