Coordinated Financial Planning, Inc. 401(k) Plan

The Coordinated Financial Planning, Inc. 401(k) on its latest Form 5500

Coordinated Financial Planning, Inc. (EIN 31-1069735) reports COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $1.2M in plan assets across 5 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 Coordinated Financial Planning, Inc. filing — schedules, fees, and providers.

Who runs the Coordinated Financial Planning, Inc. 401(k)?

Coordinated Financial Planning, 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 Coordinated Financial Planning, Inc.HR for the recordkeeper’s name and login.

How to check your Coordinated Financial Planning, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Coordinated Financial Planning, Inc. 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).