First Command Financial Planning, Inc. 401(k) Plan

The First Command Financial Planning, Inc. 401(k) on its latest Form 5500

First Command Financial Planning, Inc. (EIN 75-1054341) reports FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $216.9M in plan assets across 893 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 First Command Financial Planning, Inc. filing — schedules, fees, and providers.

Who runs the First Command Financial Planning, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First Command Financial Planning, Inc. 401(k).

How to check your First Command Financial Planning, Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask First Command Financial Planning, 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).