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Sponsor portfolio

PLANFIRST, INC.

EIN 83-2953109-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
48
7021 KEWANEE AVE. 7-102 - LUBBOCK, TX 79424806-548-0568
Plans on this EIN
2 filings
#001401k-$1.0M - 34 part#400ProfitSharing-$268K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLANFIRST 401(K) (#001)80%
  • PROFIT SHARING PLAN (#400)20%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLANFIRST 401(K) (#001)34
  • PROFIT SHARING PLAN (#400)14
Total 48Click 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

PLANFIRST 401(K) PLAN

401k

Assets$1.0M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#400

AVODAH PROFIT SHARING PLAN

ProfitSharing

Assets$268K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PLANFIRST 401(K) PLAN401k$1.0M342025
400AVODAH PROFIT SHARING PLANProfitSharing$268K142024
Retirement plans
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