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PLAN DESIGN CONSULTANTS, INC.

EIN 94-2936206-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
32
3451 VIA MONTEBELLO, SUITE 192-108 - CARLSBAD, CA 92009650-341-3322plandesign.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.5M - 32 part

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Retirement#001

PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST

401k

Assets$3.5M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLAN DESIGN CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN AND TRUST401k$3.5M322025
Retirement plans
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