What public Form 5500 filings show about the Rhonda Inc. DBA Planningshop 401(k) plan — and how to find and check your own account.
Rhonda Inc. DBA Planningshop (EIN 77-0507287) reports PLANNINGSHOP 401(K) PLAN & TRUST on its most recent Form 5500, with $544K in plan assets across 1 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 Rhonda Inc. DBA Planningshop filing — schedules, fees, and providers.
Rhonda Inc. DBA Planningshop’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 Rhonda Inc. DBA PlanningshopHR for the recordkeeper’s name and login.
