What public Form 5500 filings show about the KIM C. LUU-TU, CFP 401(k) plan — and how to find and check your own account.
KIM C. LUU-TU, CFP (EIN 20-5987605) reports 301-VIENNA, LLC 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 4 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 KIM C. LUU-TU, CFP filing — schedules, fees, and providers.
KIM C. LUU-TU, CFP’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 KIM C. LUU-TU, CFPHR for the recordkeeper’s name and login.
