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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

F5 FINANCIAL PLANNING, LLC 401(k) Plan

What public Form 5500 filings show about the F5 FINANCIAL PLANNING, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$405K
Participants
5
Plans on file
1

The F5 FINANCIAL PLANNING, LLC 401(k) on its latest Form 5500

F5 FINANCIAL PLANNING, LLC (EIN 37-1651971) reports F5 FINANCIAL PLANNING 401(K) PLAN on its most recent Form 5500, with $405K in plan assets across 5 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 F5 FINANCIAL PLANNING, LLC filing — schedules, fees, and providers.

Who runs the F5 FINANCIAL PLANNING, LLC 401(k)?

F5 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 F5 FINANCIAL PLANNING, LLCHR for the recordkeeper’s name and login.

How to check your F5 FINANCIAL PLANNING, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask F5 FINANCIAL PLANNING, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: F5 FINANCIAL PLANNING, LLC — all Form 5500 filings (EIN 37-1651971) · Illinois employer EIN lookup · Form 5500 search
F5 FINANCIAL PLANNING, LLC 401(k) Plan — Form 5500