What public Form 5500 filings show about the Profile Plan LLC 401(k) plan — and how to find and check your own account.
Profile Plan LLC (EIN 87-4119852) reports PROFILE PLAN LLC 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 7 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 Profile Plan LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Profile Plan LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT.
