What public Form 5500 filings show about the Corner Post Financial Planning 401(k) plan — and how to find and check your own account.
Corner Post Financial Planning (EIN 20-5543805) reports CORNER POST FINANCIAL PLANNING 401K PLAN on its most recent Form 5500, with $220K in plan assets across 2 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 Corner Post Financial Planning filing — schedules, fees, and providers.
Corner Post 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 Corner Post Financial PlanningHR for the recordkeeper’s name and login.
