What public Form 5500 filings show about the Investment Placement Group 401(k) plan — and how to find and check your own account.
Investment Placement Group (EIN 95-3858016) reports INVESTMENT PLACEMENT GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $9.7M in plan assets across 51 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 Investment Placement Group filing — schedules, fees, and providers.
Investment Placement Group’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 Investment Placement GroupHR for the recordkeeper’s name and login.
