Are the devs behind the models adding their own state somehow? Do they have code that figures out a plan and use the LLM on pieces of it and stitch them together? If they do, then there is a plan, it's just not output from a magical black box. Unless they are using a neural net to figure out what the plan should be first, I guess.
I know nothing about how things work at that level, so these might not even be reasonable questions.