Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

YOU NEED A BUDGET LLC 401(k) Plan

What public Form 5500 filings show about the YOU NEED A BUDGET LLC 401(k) plan — and how to find and check your own account.

Plan assets
$18.6M
Participants
151
Plans on file
1

The YOU NEED A BUDGET LLC 401(k) on its latest Form 5500

YOU NEED A BUDGET LLC (EIN 47-2847611) reports YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $18.6M in plan assets across 151 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 YOU NEED A BUDGET LLC filing — schedules, fees, and providers.

Who runs the YOU NEED A BUDGET LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your YOU NEED A BUDGET LLC 401(k).

How to check your YOU NEED A BUDGET LLC 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask YOU NEED A BUDGET LLC 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).
More on this employer: YOU NEED A BUDGET LLC — all Form 5500 filings (EIN 47-2847611) · Utah employer EIN lookup · Form 5500 search
YOU NEED A BUDGET LLC 401(k) Plan — Form 5500