What public Form 5500 filings show about the Plan Group Financial, Inc. 401(k) plan — and how to find and check your own account.
Plan Group Financial, Inc. (EIN 81-0566793) reports PLAN GROUP FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $218K in plan assets across 8 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 Plan Group Financial, Inc. filing — schedules, fees, and providers.
Plan Group Financial, 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 Plan Group Financial, Inc.HR for the recordkeeper’s name and login.
