What public Form 5500 filings show about the Action Financial Planning, Inc. 401(k) plan — and how to find and check your own account.
Action Financial Planning, Inc. (EIN 38-2724916) reports ACTION FINANCIAL PLANNING, INC. 401(K) PLAN on its most recent Form 5500, with $510K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Action Financial Planning, Inc. filing — schedules, fees, and providers.
Action Financial Planning, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Action Financial Planning, Inc.HR for the recordkeeper’s name and login.
