What public Form 5500 filings show about the Custom Planning Solutions, LLC DBA Kevin J Plank, CFP 401(k) plan — and how to find and check your own account.
Custom Planning Solutions, LLC DBA Kevin J Plank, CFP (EIN 85-0585288) reports CUSTOM PLANNING SOLUTIONS, LLC DBA KEVIN J PLANK, CFP 401(K) SAVINGS PLAN on its most recent Form 5500, with $440K 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 Custom Planning Solutions, LLC DBA Kevin J Plank, CFP filing — schedules, fees, and providers.
Custom Planning Solutions, LLC DBA Kevin J Plank, CFP’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 Custom Planning Solutions, LLC DBA Kevin J Plank, CFPHR for the recordkeeper’s name and login.
