What public Form 5500 filings show about the Fun Planners, Inc. 401(k) plan — and how to find and check your own account.
Fun Planners, Inc. (EIN 75-3030100) reports FUN PLANNERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $997K 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 Fun Planners, Inc. filing — schedules, fees, and providers.
Fun Planners, 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 Fun Planners, Inc.HR for the recordkeeper’s name and login.
