What public Form 5500 filings show about the The Wealth Planning Group, LLC 401(k) plan — and how to find and check your own account.
The Wealth Planning Group, LLC (EIN 45-1766735) reports THE WEALTH PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $636K in plan assets across 4 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 The Wealth Planning Group, LLC filing — schedules, fees, and providers.
The Wealth Planning Group, 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 The Wealth Planning Group, LLCHR for the recordkeeper’s name and login.
