What public Form 5500 filings show about the Financial Planning Association 401(k) plan — and how to find and check your own account.
Financial Planning Association (EIN 84-1521488) reports FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $8.7M in plan assets across 22 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 Planning Association filing — schedules, fees, and providers.
Financial Planning Association’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 Planning AssociationHR for the recordkeeper’s name and login.
