What public Form 5500 filings show about the Strategic Estate Planning Services Inc. 401(k) plan — and how to find and check your own account.
Strategic Estate Planning Services Inc. (EIN 75-2761815) reports STRATEGIC ESTATE PLANNING SERVICES 401(K) PLAN on its most recent Form 5500, with $256K in plan assets across 9 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 Strategic Estate Planning Services Inc. filing — schedules, fees, and providers.
Strategic Estate Planning Services Inc.’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 Strategic Estate Planning Services Inc.HR for the recordkeeper’s name and login.
