ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS 401(k) Plan
What public Form 5500 filings show about the ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS 401(k) plan — and how to find and check your own account.
The ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS 401(k) on its latest Form 5500
ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS (EIN 47-1324877) reports FIDUCIARY FINANCIAL ADVISORS 401(K) PLAN on its most recent Form 5500, with $277K in plan assets across 5 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 POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS filing — schedules, fees, and providers.
Who runs the ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS 401(k)?
ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS’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 POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORSHR for the recordkeeper’s name and login.
How to check your ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).