Financial Planning for Seniors, Inc. 401(k) Plan
What public Form 5500 filings show about the Financial Planning for Seniors, Inc. 401(k) plan — and how to find and check your own account.
The Financial Planning for Seniors, Inc. 401(k) on its latest Form 5500
Financial Planning for Seniors, Inc. (EIN 61-1497493) reports FULLERTON FINANCIAL PLANNING 401(K) PLAN on its most recent Form 5500, with $2.4M 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 Financial Planning for Seniors, Inc. filing — schedules, fees, and providers.
Who runs the Financial Planning for Seniors, Inc. 401(k)?
Financial Planning for Seniors, 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 Financial Planning for Seniors, Inc.HR for the recordkeeper’s name and login.
How to check your Financial Planning for Seniors, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Financial Planning for Seniors, Inc. 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).