What public Form 5500 filings show about the Financial Planning Solutions Inc. 401(k) plan — and how to find and check your own account.
Financial Planning Solutions Inc. (EIN 20-8585914) reports FINANCIAL PLANNING SOLUTIONS INC 401(K) on its most recent Form 5500, with $294K in plan assets across 6 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 Solutions Inc. filing — schedules, fees, and providers.
Financial Planning Solutions 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 Solutions Inc.HR for the recordkeeper’s name and login.
