What public Form 5500 filings show about the Integrated Planning and Manage 401(k) plan — and how to find and check your own account.
Integrated Planning and Manage (EIN 20-5459164) reports INTEGRATED PLANNING AND MANAGE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.3M in plan assets across 2 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 Integrated Planning and Manage filing — schedules, fees, and providers.
Integrated Planning and Manage’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 Integrated Planning and ManageHR for the recordkeeper’s name and login.
