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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

PLAN GROUP FINANCIAL, INC. 401(k) Plan

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 assets
$218K
Participants
8
Plans on file
1

The PLAN GROUP FINANCIAL, INC. 401(k) on its latest Form 5500

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.

Who runs the PLAN GROUP FINANCIAL, INC. 401(k)?

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.

How to check your PLAN GROUP FINANCIAL, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PLAN GROUP FINANCIAL, INC. 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).
More on this employer: PLAN GROUP FINANCIAL, INC. — all Form 5500 filings (EIN 81-0566793) · Oklahoma employer EIN lookup · Form 5500 search
PLAN GROUP FINANCIAL, INC. 401(k) Plan — Form 5500