What public Form 5500 filings show about the BGL Planning Solutions LLC DBA Cox Planning Solutions 401(k) plan — and how to find and check your own account.
BGL Planning Solutions LLC DBA Cox Planning Solutions (EIN 82-1885626) reports BGL PLANNING SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $111K 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 BGL Planning Solutions LLC DBA Cox Planning Solutions filing — schedules, fees, and providers.
BGL Planning Solutions LLC DBA Cox Planning Solutions’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 BGL Planning Solutions LLC DBA Cox Planning SolutionsHR for the recordkeeper’s name and login.
