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Sponsor portfolio

PLANPILOT, LLC

EIN 45-4168388-financial services-Latest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
155
223 WEST JACKSON BOULEVARD, SUITE 800 - CHICAGO, IL 60606312-973-4913planpilot.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#333403b-$6.5M - 137 part#001401k-$2.6M - 18 part

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 155 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • THE 403(B) PEP (#333)71%
  • PLANPILOT DC 401(K) (#001)29%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE 403(B) PEP (#333)137
  • PLANPILOT DC 401(K) (#001)18
Total 155Click 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#333

THE 403(B) PEP

403b

Assets$6.5M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PLANPILOT DC 401(K) PLAN

401k

Assets$2.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333THE 403(B) PEP403b$6.5M1372024
001PLANPILOT DC 401(K) PLAN401k$2.6M182025
Retirement plans
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