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  2. Planned Asset Management, LLC

Filings through Oct 24, 2026.

Planned Asset Management, LLC

EIN 95-3988376-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.6M assets
Health & Benefits
0
Participants
4
25906 RICHMOND COURT - CALABASAS, CA 91302818-359-6888earn4u.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$24.6M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$24.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401(k)$24.6M42025
  • PLANNED ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN$24.6M
    #002 · 401(k) · 20254
Retirement plans
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