Plan Snapshot
- Plan Sponsor: Planet Equity Group, LLC
- Sponsor EIN: 461996256
- Sponsor Address: 800 HILLGROVE AVE STE 201, WESTERN SPRINGS, IL, 605581470
- Plan Type: 401(k)
- Total Participants: 1,310
- Total Assets: $53.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,310 | $53.3M | $1.4M | $9.6M |
| 2023 | 2,341 | $48.9M | $1.7M | $11.0M |
| 2022 | 3,586 | $46.9M | $2.1M | $12.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RSM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $249,689 | — | $249,689 | — | — |
| 2023 | $206,257 | — | $206,257 | — | — |
| 2022 | $324,549 | — | — | — | — |