What public Form 5500 filings show about the Secure Planning LLC 401(k) plan — and how to find and check your own account.
Secure Planning LLC (EIN 81-4602676) reports SECURE PLANNING STRATEGIES PROFIT SHARING PLAN on its most recent Form 5500, with $1.9M 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 Secure Planning LLC filing — schedules, fees, and providers.
Secure Planning LLC’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 Secure Planning LLCHR for the recordkeeper’s name and login.
