AUMdb

Planet Technologies 401(k) Plan

Sponsored by Planet Technologies, Inc. · EIN 522062401 · Plan #001

Total assets
$25.0M
Net assets
$25.0M
Active participants
371
With balances
305

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $45,725
Pnc Institutional Asset Management Investment advisory (participants), Investment advisory (plan) $26,286
Newport Trust Company Trustee (institutional), Trustee (directed) $6,571