What public Form 5500 filings show about the Personal Finances Management Inc. 401(k) plan — and how to find and check your own account.
Personal Finances Management Inc. (EIN 27-1600435) reports PERSONAL FINANCES MANAGEMENT INC. 401(K) PLAN on its most recent Form 5500, with $957K in plan assets across 2 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 Personal Finances Management Inc. filing — schedules, fees, and providers.
Personal Finances Management 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 Personal Finances Management Inc.HR for the recordkeeper’s name and login.
