Financial Stages, LLC d/b/a Plan & ACT 401(k) Plan

The Financial Stages, LLC d/b/a Plan & ACT 401(k) on its latest Form 5500

Financial Stages, LLC d/b/a Plan & ACT (EIN 81-1881825) reports PLAN & ACT 401(K) PLAN on its most recent Form 5500, with $23K in plan assets across 3 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 Stages, LLC d/b/a Plan & ACT filing — schedules, fees, and providers.

Who runs the Financial Stages, LLC d/b/a Plan & ACT 401(k)?

Financial Stages, LLC d/b/a Plan & ACT’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 Stages, LLC d/b/a Plan & ACTHR for the recordkeeper’s name and login.

How to check your Financial Stages, LLC d/b/a Plan & ACT 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Financial Stages, LLC d/b/a Plan & ACT 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).