LOC Financial Planning Group, Inc. 401(k) Plan

The LOC Financial Planning Group, Inc. 401(k) on its latest Form 5500

LOC Financial Planning Group, Inc. (EIN 92-1374679) reports LOC FINANCIAL PLANNING GROUP, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $622K 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 LOC Financial Planning Group, Inc. filing — schedules, fees, and providers.

Who runs the LOC Financial Planning Group, Inc. 401(k)?

LOC Financial Planning Group, 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 LOC Financial Planning Group, Inc.HR for the recordkeeper’s name and login.

How to check your LOC Financial Planning Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask LOC Financial Planning Group, 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).