Mark Sheptoff Financial Planning, LLC 401(k) Plan

The Mark Sheptoff Financial Planning, LLC 401(k) on its latest Form 5500

Mark Sheptoff Financial Planning, LLC (EIN 06-1493649) reports MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN on its most recent Form 5500, with $2.0M in plan assets across 3 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 Mark Sheptoff Financial Planning, LLC filing — schedules, fees, and providers.

Who runs the Mark Sheptoff Financial Planning, LLC 401(k)?

Mark Sheptoff Financial Planning, LLC’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 Mark Sheptoff Financial Planning, LLCHR for the recordkeeper’s name and login.

How to check your Mark Sheptoff Financial Planning, LLC 401(k)

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