What public Form 5500 filings show about the Mallini Complete Financial Planning, LLC DBA Together Planning 401(k) plan — and how to find and check your own account.
Mallini Complete Financial Planning, LLC DBA Together Planning (EIN 47-3057199) reports TOGETHER PLANNING RETIREMENT PLAN on its most recent Form 5500, with $589K 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 Mallini Complete Financial Planning, LLC DBA Together Planning filing — schedules, fees, and providers.
Mallini Complete Financial Planning, LLC DBA Together Planning’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 Mallini Complete Financial Planning, LLC DBA Together PlanningHR for the recordkeeper’s name and login.
