Strategic Financial Planning Group Inc. 401(k) Plan

The Strategic Financial Planning Group Inc. 401(k) on its latest Form 5500

Strategic Financial Planning Group Inc. (EIN 30-0194587) reports STRATEGIC FINANCIAL PLANNING GROUP, INC 401K on its most recent Form 5500, with $2.1M in plan assets across 2 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 Financial Planning Group Inc. filing — schedules, fees, and providers.

Who runs the Strategic Financial Planning Group Inc. 401(k)?

Strategic Financial Planning Group 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 Financial Planning Group Inc.HR for the recordkeeper’s name and login.

How to check your Strategic Financial Planning Group Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Strategic Financial Planning Group Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).