Waller Financial Planning Group, Inc. 401(k) Plan

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

Waller Financial Planning Group, Inc. (EIN 31-1143130) reports WALLER FINANCIAL PLANNING GROUP, INC. EMPLOYEES PROFIT SHARING PLAN on its most recent Form 5500, with $6.0M in plan assets across 11 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 Waller Financial Planning Group, Inc. filing — schedules, fees, and providers.

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

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

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

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Waller 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).