Planet Equity Group, Llc 401(k) Plan: Login, Facts & Contact Information

Planet Equity Group, Llc 401(k) Plan Facts

Plan name
PLANET EQUITY GROUP, LLC 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
PLANET EQUITY GROUP, LLC
Participants
2,375 (1,310 active employees)
Former employees with a balance
368
Plan assets
$53,349,447 at Dec 31, 2024
Average account balance
$59,211 across 901 accounts
Employer contributions
$1,395,001 in plan year 2024 (10% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.3 million went into the plan in contributions, $1.40 million of it from the employer (10%).
  • $16.8 million was paid out to participants.
  • Investment and other income added $7.24 million.
  • Administrative expenses were $249,689, about $277 per account.

How the Planet Equity Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,377$11.6 million$0$927,309
20202,312$24.8 million—$2.97 million
20214,535$36.5 million$1,668$4.29 million
20223,729$46.9 million$2.11 million$7.57 million
20233,305$48.9 million$1.75 million$5.16 million
20242,375$53.3 million$1.40 million$16.8 million

Planet Equity Group, Llc 401(k) Contact Information

Phone
888-845-2539
Mailing address
800 HILLGROVE AVE STE 201, WESTERN SPRINGS IL 605581470
Plan sponsor
PLANET EQUITY GROUP, LLC
Employer identification number (EIN)
46-1996256
Plan number
001

Questions about the Planet Equity Group, Llc 401(k)

Does Planet Equity Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.40 million, 10% of all contributions.

Does the Planet Equity Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Planet Equity Group, Llc 401(k) plan?

2,375 participants at the start of plan year 2024, 1,310 of them active employees, and 368 former employees who still had money in the plan.

What is the average 401(k) balance at Planet Equity Group, Llc?

About $59,211 per account: $53.3 million in plan assets across 901 accounts with a balance at the end of plan year 2024.

Who manages the Planet Equity Group, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Planet Equity Group, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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