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.
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.
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.
