FINANCIAL PLANS & STRATEGIES, INC. 401(k) Plan
What public Form 5500 filings show about the FINANCIAL PLANS & STRATEGIES, INC. 401(k) plan — and how to find and check your own account.
The FINANCIAL PLANS & STRATEGIES, INC. 401(k) on its latest Form 5500
FINANCIAL PLANS & STRATEGIES, INC. (EIN 35-1537928) reports FINANCIAL PLANS & STRATEGIES 401(K) PLAN on its most recent Form 5500, with $994K in plan assets across 12 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 PLANS & STRATEGIES, INC. filing — schedules, fees, and providers.
Who runs the FINANCIAL PLANS & STRATEGIES, INC. 401(k)?
FINANCIAL PLANS & STRATEGIES, 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 PLANS & STRATEGIES, INC.HR for the recordkeeper’s name and login.
How to check your FINANCIAL PLANS & STRATEGIES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FINANCIAL PLANS & STRATEGIES, 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).