Planned Results, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Planned Results, INC.
  • Sponsor EIN: 161055456
  • Sponsor Address: 400 SPENCER STREET, SYRACUSE, NY, 13204
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $8.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$8.5M$223,118$177,309
202310$6.9M$205,223$160,856
202210$5.8M$188,673$152,887

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