What public Form 5500 filings show about the Well Planned Financial, LLC 401(k) plan — and how to find and check your own account.
Well Planned Financial, LLC (EIN 88-2738359) reports WELL PLANNED FINANCIAL 401K PROFIT SHARING PLAN on its most recent Form 5500, with $104K in plan assets across 7 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 Well Planned Financial, LLC filing — schedules, fees, and providers.
Well Planned Financial, 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 Well Planned Financial, LLCHR for the recordkeeper’s name and login.
