What public Form 5500 filings show about the Donalies Financial Planning LLC 401(k) plan — and how to find and check your own account.
Donalies Financial Planning LLC (EIN 45-5322439) reports DONALIES FINANCIAL PLANNING LLC on its most recent Form 5500, with $465 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 Donalies Financial Planning LLC filing — schedules, fees, and providers.
Donalies Financial Planning LLC’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 Donalies Financial Planning LLCHR for the recordkeeper’s name and login.
