Planned Companies 401(k) Plan
Sponsored by Planned Companies Holding, Inc · EIN 371559272 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 3,756
- With balances
- 467
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $9,629 |
| Kaufman Rossin & Co P.A. | Accounting | $9,450 |