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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ADAM FINANCIAL PLANNING, INC. 401(k) Plan

What public Form 5500 filings show about the ADAM FINANCIAL PLANNING, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$247K
Participants
2
Plans on file
1

The ADAM FINANCIAL PLANNING, INC. 401(k) on its latest Form 5500

ADAM FINANCIAL PLANNING, INC. (EIN 46-0813286) reports ADAM FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $247K in plan assets across 2 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 ADAM FINANCIAL PLANNING, INC. filing — schedules, fees, and providers.

Who runs the ADAM FINANCIAL PLANNING, INC. 401(k)?

ADAM 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 ADAM FINANCIAL PLANNING, INC.HR for the recordkeeper’s name and login.

How to check your ADAM FINANCIAL PLANNING, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ADAM FINANCIAL PLANNING, INC. 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).
More on this employer: ADAM FINANCIAL PLANNING, INC. — all Form 5500 filings (EIN 46-0813286) · New York employer EIN lookup · Form 5500 search
ADAM FINANCIAL PLANNING, INC. 401(k) Plan — Form 5500