What public Form 5500 filings show about the Asset Planning Services, Inc. 401(k) plan — and how to find and check your own account.
Asset Planning Services, Inc. (EIN 72-0921343) reports ASSET PLANNING SERVICES, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $685K in plan assets across 4 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 Services, Inc. filing — schedules, fees, and providers.
Asset Planning Services, 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 Services, Inc.HR for the recordkeeper’s name and login.
