What public Form 5500 filings show about the All Point Financial, Inc. DBA APF Advisory Services 401(k) plan — and how to find and check your own account.
All Point Financial, Inc. DBA APF Advisory Services (EIN 47-0908596) reports ALL POINT FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $682K 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 All Point Financial, Inc. DBA APF Advisory Services filing — schedules, fees, and providers.
All Point Financial, Inc. DBA APF Advisory Services’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 All Point Financial, Inc. DBA APF Advisory ServicesHR for the recordkeeper’s name and login.
