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  2. PLANAHEAD, LLC
Sponsor portfolio

PLANAHEAD, LLC

EIN 02-0586040-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$13.1M assets
Welfare
0
Participants
38
12100 WILSHIRE BLVD, STE 1120 - SANTA MONICA, CA 90025310-845-1150planaheadnow.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$9.2M - 19 part#002CashBalance-$3.9M - 19 part

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLANAHEAD, LLC 401(K) (#001)70%
  • DEFINED BENEFIT PLAN (#002)30%
Total $13.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLANAHEAD, LLC 401(K) (#001)19
  • DEFINED BENEFIT PLAN (#002)19
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLANAHEAD, LLC 401(K) PLAN

401k

Assets$9.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PLANAHEAD, LLC DEFINED BENEFIT PLAN

CashBalance

Assets$3.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PLANAHEAD, LLC 401(K) PLAN401k$9.2M192024
002PLANAHEAD, LLC DEFINED BENEFIT PLANCashBalance$3.9M192024
Retirement plans
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