What public Form 5500 filings show about the Panoramic Financial Advice Inc. 401(k) plan — and how to find and check your own account.
Panoramic Financial Advice Inc. (EIN 83-2872272) reports PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN on its most recent Form 5500, with $318K 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 Panoramic Financial Advice Inc. filing — schedules, fees, and providers.
Panoramic Financial Advice 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 Panoramic Financial Advice Inc.HR for the recordkeeper’s name and login.
