What public Form 5500 filings show about the Effective Planning and Innovative Communication, Inc. 401(k) plan — and how to find and check your own account.
Effective Planning and Innovative Communication, Inc. (EIN 99-0333370) reports 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. on its most recent Form 5500, with $5.5M in plan assets across 100 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 Effective Planning and Innovative Communication, Inc. filing — schedules, fees, and providers.
Effective Planning and Innovative Communication, Inc.’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 Effective Planning and Innovative Communication, Inc.HR for the recordkeeper’s name and login.
