What public Form 5500 filings show about the EXIT Planning Institute 401(k) plan — and how to find and check your own account.
EXIT Planning Institute (EIN 84-3961447) reports ANCORA - MEP on its most recent Form 5500, with $318K in plan assets across 41 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 EXIT Planning Institute filing — schedules, fees, and providers.
EXIT Planning Institute’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 EXIT Planning InstituteHR for the recordkeeper’s name and login.
