What public Form 5500 filings show about the Cypress Financial Planning Limited Liability Company 401(k) plan — and how to find and check your own account.
Cypress Financial Planning Limited Liability Company (EIN 26-3970656) reports CYPRESS FINANCIAL PLANNING 401(K) PLAN on its most recent Form 5500, with $1.8M in plan assets across 8 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 Cypress Financial Planning Limited Liability Company filing — schedules, fees, and providers.
Cypress Financial Planning Limited Liability Company’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 Cypress Financial Planning Limited Liability CompanyHR for the recordkeeper’s name and login.
