What public Form 5500 filings show about the E-Plan, Inc., DBA E-Plansoft, a California Corporation 401(k) plan — and how to find and check your own account.
E-Plan, Inc., DBA E-Plansoft, a California Corporation (EIN 27-1867127) reports E-PLANSOFT 401(K) PLAN on its most recent Form 5500, with $847K in plan assets across 26 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 E-Plan, Inc., DBA E-Plansoft, a California Corporation filing — schedules, fees, and providers.
E-Plan, Inc., DBA E-Plansoft, a California Corporation’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 E-Plan, Inc., DBA E-Plansoft, a California CorporationHR for the recordkeeper’s name and login.
