FINANCIAL ADVICE AND CONSULTIN 401(k) Plan
What public Form 5500 filings show about the FINANCIAL ADVICE AND CONSULTIN 401(k) plan — and how to find and check your own account.
The FINANCIAL ADVICE AND CONSULTIN 401(k) on its latest Form 5500
FINANCIAL ADVICE AND CONSULTIN (EIN 47-2340937) reports FINANCIAL ADVICE AND CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $252K in plan assets across 7 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 FINANCIAL ADVICE AND CONSULTIN filing — schedules, fees, and providers.
Who runs the FINANCIAL ADVICE AND CONSULTIN 401(k)?
FINANCIAL ADVICE AND CONSULTIN’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 FINANCIAL ADVICE AND CONSULTINHR for the recordkeeper’s name and login.
How to check your FINANCIAL ADVICE AND CONSULTIN 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FINANCIAL ADVICE AND CONSULTIN 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).