What public Form 5500 filings show about the Asset Planning Group, Inc. 401(k) plan — and how to find and check your own account.
Asset Planning Group, Inc. (EIN 65-0397092) reports ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $982K 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 Asset Planning Group, Inc. filing — schedules, fees, and providers.
Asset Planning 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 Asset Planning Group, Inc.HR for the recordkeeper’s name and login.
