What public Form 5500 filings show about the Shayne Lester, CFP DBA Partners in Planning Financial Services 401(k) plan — and how to find and check your own account.
Shayne Lester, CFP DBA Partners in Planning Financial Services (EIN 20-0477448) reports SHAYNE LESTER, CFP SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $403K in plan assets across 6 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 Shayne Lester, CFP DBA Partners in Planning Financial Services filing — schedules, fees, and providers.
Shayne Lester, CFP DBA Partners in Planning Financial Services’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 Shayne Lester, CFP DBA Partners in Planning Financial ServicesHR for the recordkeeper’s name and login.
