How big is Planned Asset Management, LLC's plan?

Planned Asset Management, LLC's plan reported $20.3M in assets and 7 participants for 2024.

Original filing (PDF)20250710105738NAL0005451873001

Planned Asset Management, LLC

Name: Planned Asset Management, LLC — Planned Asset, Form 5500 (2024)
Creator: Planned Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planned Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Planned Asset Management, LLC's Planned Asset Management, LLC 401(k) Profit Sharing Plan held $20.3M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

Plan identifiers

Planned Asset Management, LLC's EIN is 95-3988376.

EIN 95-3988376

Plan number 002

Plan year 2024

ACK ID 20250710105738NAL0005451873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Asset Management, 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 PLANNED ASSET MANAGEMENT, 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

Knocking points off