Anchor Certified Planners Group, Inc. 401(k) Plan

The Anchor Certified Planners Group, Inc. 401(k) on its latest Form 5500

Anchor Certified Planners Group, Inc. (EIN 59-2893347) reports ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $1.3M 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 Anchor Certified Planners Group, Inc. filing — schedules, fees, and providers.

Who runs the Anchor Certified Planners Group, Inc. 401(k)?

Anchor Certified Planners Group, 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 Anchor Certified Planners Group, Inc.HR for the recordkeeper’s name and login.

How to check your Anchor Certified Planners Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Anchor Certified Planners Group, 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).