Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Planning and Building Design Center, Inc.
EIN 65-1154349Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
2101 CENTRE PARK SUITE #150 - WEST PALM BEACH, FL 33409561-795-1036
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLANNING AND BUILDING DESIGN CENTER, INC. CASH BALANCE PLAN
Cash balance
Assets$924K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PLANNING AND BUILDING DESIGN CENTER, INC. 401(K) PLAN
Profit-sharing
Assets$132K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLANNING AND BUILDING DESIGN CENTER, INC. CASH BALANCE PLAN | Cash balance | $924K | 6 | 2025 | |
| 001 | PLANNING AND BUILDING DESIGN CENTER, INC. 401(K) PLAN | Profit-sharing | $132K | 7 | 2025 |
Retirement plans