What public Form 5500 filings show about the Ballast Point Financial Planning 401(k) plan — and how to find and check your own account.
Ballast Point Financial Planning (EIN 81-1798074) reports BALLAST POINT FINANCIAL PLANNING 401(K) PLAN on its most recent Form 5500, with $929K in plan assets across 6 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 Ballast Point Financial Planning filing — schedules, fees, and providers.
Ballast Point Financial Planning’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 Ballast Point Financial PlanningHR for the recordkeeper’s name and login.
