Planet Equity Group, Llc 401(k) Plan
Sponsored by Planet Equity Group, Llc · EIN 461996256 · Plan #001 · Western Springs, IL
- Total assets
- $53.3M
- Net assets
- $53.3M
- Active participants
- 1,310
- With balances
- 901
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Ancora Retirement Plan Advisors, Llc CRD 31256 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $248,552 |
| Equitable Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Ancora Retirement Plan Advisors Inc | Investment advisory (plan), Other fees | $0 |
| Eta Consulting, Llc | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |