What public Form 5500 filings show about the Planned Property Management in 401(k) plan — and how to find and check your own account.
Planned Property Management in (EIN 36-4014866) reports PLANNED PROPERTY MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $414K in plan assets across 115 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 Planned Property Management in filing — schedules, fees, and providers.
Planned Property Management in’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 Planned Property Management inHR for the recordkeeper’s name and login.
