# Planned Companies Holding, INC 401(k) Plan
Source: https://planprovider.pro/companies/planned-companies-holding-inc-401k-plan

> Planned Companies Holding, INC's 401(k) plan: 3,756 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planned Companies Holding, INC

- **Sponsor EIN:** 371559272

- **Sponsor Address:** 150 SMITH ROAD, PARSIPPANY, NJ, 07054

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

- **Total Participants:** 3,756

- **Total Assets:** $11.2M

## 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|3,756|$11.2M|$325,524|$1.3M|

| 2023|3,944|$9.2M|$337,933|$1.2M|

## 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|

| JPMORGAN INVEST HOLDINGS LLC|RECORDKEEPER|$9,629|—|$9,629|

| KAUFMAN ROSSIN & CO P.A.|AUDITOR|$9,450|—|$9,450|

| KAUFMAN ROSSIN & CO., P.A.|Auditor|$9,450|—|$9,450|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KAUFMAN ROSSIN & CO., P.A.](https://planprovider.pro/provider/kaufman-rossin-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,529

- **Estimated Expense Ratio:** 0.256% 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|$19,079|—|—|$9,450|—|

| 2023|$12,340|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-companies-holding-inc-401k-plan)

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