BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 401(k) Plan
What public Form 5500 filings show about the BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 401(k) plan — and how to find and check your own account.
The BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 401(k) on its latest Form 5500
BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV (EIN 91-1951066) reports PFA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $715K in plan assets across 1 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 BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV filing — schedules, fees, and providers.
Who runs the BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 401(k)?
BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV’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 BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADVHR for the recordkeeper’s name and login.
How to check your BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV 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).