MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k) Plan
What public Form 5500 filings show about the MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k) plan — and how to find and check your own account.
The MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k) on its latest Form 5500
MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING (EIN 27-2221067) reports PERK PLANNING 401(K) PLAN on its most recent Form 5500, with $163K 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 MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING filing — schedules, fees, and providers.
Who runs the MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k)?
MODERN FINANCIAL PLANNING LLC DBA PERK 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 MODERN FINANCIAL PLANNING LLC DBA PERK PLANNINGHR for the recordkeeper’s name and login.
How to check your MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 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).