Filings through .
Planpilot, LLC
Matched across 5 name variants in the filings
Planpilot, LLC summary
Planpilot, LLC appears on 60 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $8.7B in assets for 79,997 participants. The median client plan holds $89.5M. Most client plans are sponsored in IL, NY and IN. The largest clients by plan assets are Independent Colleges of Indiana Association, Inc, Iowa Independent Higher Education Research Foundation and Governing Committee of the Illinois Independent Colleges and Universi. Plans reported $2.3M in direct and indirect compensation paid to Planpilot, LLC. The median is $25K per plan.
- Participants
- 79,997
- Median plan assets
- $89.5M
- Median plan participants
- 723
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- INParticipants 10,511
- IAParticipants 7,593
- ILParticipants 4,043
- MIParticipants 4,262
- PAParticipants 4,105
- Drake University$416MIAParticipants 2,439
- Butler University$410MINParticipants 4,603
- INParticipants 1,082
- WAParticipants 2,225
- Kettering University$215MMIParticipants 878
- MNParticipants 1,473
- INParticipants 1,595
- Hamline University$184MMNParticipants 1,440
- NYParticipants 1,153
- Berea College$178MKYParticipants 1,514
- Saint Mary's College$155MINParticipants 1,492
- Otterbein University$153MOHParticipants 1,261
- Elmhurst University$147MILParticipants 1,074
- KYParticipants 1,840
- Aurora University$130MILParticipants 1,156
- ILParticipants 495
- Augustana College$130MILParticipants 989
- The Blake School$127MMNParticipants 831
- Breck School$122MMNParticipants 943
- Centre College$122MKYParticipants 952
Top client states
- IL13 plans
- NY8 plans
- IN6 plans
- KY4 plans
- MN4 plans
Frequently asked questions
- Who uses Planpilot, LLC?
- 60 retirement plans list Planpilot, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Independent Colleges of Indiana Association, Inc, Iowa Independent Higher Education Research Foundation, Governing Committee of the Illinois Independent Colleges and Universi, The Governing Board of the Mi Independent Colleges and Universities and The Governing Board of the Pennsylvania Association of. Most client plans are sponsored in IL, NY and IN.
- How many plans does Planpilot, LLC serve?
- Planpilot, LLC serves 60 retirement plans with $8.7B in plan assets and 79,997 participants, based on the latest Form 5500 filings through 2024.
- What does Planpilot, LLC charge?
- Plans reported $2.3M in total Schedule C compensation paid to Planpilot, LLC. The median plan paid $25K. 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