Planetart 401(k) match, vesting and fees
What Planetart's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Trailbreaker Accounting PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Planetart: employer contribution per participant | $952 | |
| Peer median | $2,719 |
| Planetart: average balance | $94,765 | |
| Peer median | $85,424 |
| Planetart: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $30.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 366 | $30.8M | $309K | $952 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Planetart match 401(k) contributions?
The match terms for the Planetart LLC 401(k) Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $309K in employer contributions, about $952 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Planetart 401(k) match vested?
The vesting schedule for the Planetart LLC 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planetart 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Side by Side Financials, Inc..
I left Planetart. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Side by Side Financials, Inc., (212) 564-2464) or the recordkeeper, Principal Life Insurance Company. The Planetart old 401(k) page lists the contacts from every plan filing. Find an old Planetart 401(k)
Data from the public Form 5500 annual reports Planetart filed with the U.S. Department of Labor (plan years 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Planetart. Not financial advice. Report a correction · Methodology