Filings through .
Plan Design Consultants, Inc.
Matched across 6 name variants in the filings
Plan Design Consultants, Inc. summary
Plan Design Consultants, Inc. appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $410M in assets for 5,325 participants. The median client plan holds $17.1M. Most client plans are sponsored in CA, IL and TN. The largest clients by plan assets are Walters & Wolf Glass Company, Jackson Rancheria Band of Miwuk Indians and Zazzle, Inc.. Plans reported $242K in direct and indirect compensation paid to Plan Design Consultants, Inc.. The median is $10K per plan.
- Participants
- 5,325
- Median plan assets
- $17.1M
- Median plan participants
- 271
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Walters & Wolf Glass Company | CA | $139M | 468 |
| Jackson Rancheria Band of Miwuk Indians | CA | $45.3M | 963 |
| Zazzle, Inc. | CA | $35.7M | 367 |
| Zazzle Holding Inc. | CA | $29.7M | 373 |
| Sundance Institute | UT | $22.5M | 268 |
| Brillant Corners | CA | $22.5M | 782 |
| Infoimage of California, Inc. | CA | $20.6M | 271 |
| Interflex Payments, LLC | TX | $19.1M | 442 |
| Aeris Communications, Inc. | CA | $17.1M | 158 |
| Lahlouh, Inc. | CA | $16.7M | 276 |
| Samba TV, Inc. | CA | $13.8M | 363 |
| Endsight | CA | $13.5M | 156 |
| LA Cross Dental LLC | IL | $8.3M | 219 |
| LA Cross Dental LLC | IL | $6.3M | 219 |
| Garten Wellbeing, PBC | VA | $0 | 0 |
| Pacific Premier Bank | CA | $0 | 0 |
| Velocity Risk Underwriters, LLC | TN | $0 | 0 |
- CAParticipants 468
- CAParticipants 963
- Zazzle, Inc.$35.7MCAParticipants 367
- Zazzle Holding Inc.$29.7MCAParticipants 373
- Sundance Institute$22.5MUTParticipants 268
- Brillant Corners$22.5MCAParticipants 782
- CAParticipants 271
- Interflex Payments, LLC$19.1MTXParticipants 442
- CAParticipants 158
- Lahlouh, Inc.$16.7MCAParticipants 276
- Samba TV, Inc.$13.8MCAParticipants 363
- Endsight$13.5MCAParticipants 156
- LA Cross Dental LLC$8.3MILParticipants 219
- LA Cross Dental LLC$6.3MILParticipants 219
- VAParticipants 0
- CAParticipants 0
- TNParticipants 0
Top client states
- CA11 plans
- IL2 plans
- TN1 plan
- TX1 plan
- UT1 plan
Frequently asked questions
- Who uses Plan Design Consultants, Inc.?
- 17 retirement plans list Plan Design Consultants, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walters & Wolf Glass Company, Jackson Rancheria Band of Miwuk Indians, Zazzle, Inc., Zazzle Holding Inc. and Sundance Institute. Most client plans are sponsored in CA, IL and TN.
- How many plans does Plan Design Consultants, Inc. serve?
- Plan Design Consultants, Inc. serves 17 retirement plans with $410M in plan assets and 5,325 participants, based on the latest Form 5500 filings through 2024.
- What does Plan Design Consultants, Inc. charge?
- Plans reported $242K in total Schedule C compensation paid to Plan Design Consultants, Inc.. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Plan Design Consultants as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| Capital Group | 2 |
| Charles Schwab | 1 |
| Voya | 1 |
| TIAA (Nuveen) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Schwab Target Index | 1 |
| Nuveen Lifecycle Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.