# Planet Home Lending, LLC 401(k) Plan
Source: https://planprovider.pro/companies/planet-home-lending-llc-401k-plan

> Planet Home Lending, LLC's 401(k) plan: 1,287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planet Home Lending, LLC

- **Sponsor EIN:** 260362771

- **Sponsor Address:** 5020 RIVERSIDE DR, IRVING, TX, 75039

- **Plan Type:** 401(k)

- **Total Participants:** 1,287

- **Total Assets:** $57.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,287|$57.9M|$1.4M|$7.3M|

| 2023|1,078|$46.7M|$1.3M|$6.8M|

| 2022|1,217|$35.6M|$1.3M|$7.6M|

## 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|

| COHNREZNICK, LLP|Auditor|$17,400|—|$17,400|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,400

- **Estimated Expense Ratio:** 0.030% of plan assets

### 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|$174,157|$65,323|$300|$17,400|—|

| 2023|$162,124|$2,005|$300|$16,750|—|

| 2022|$162,046|—|—|—|—|

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