First Command Financial Planning, Inc. 401(k) Plan: Login, Facts & Contact Information
First Command Financial Planning, Inc. 401(k) Login
214 former First Command Financial Planning, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
First Command Financial Planning, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 13, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $16.0 million went into the plan in contributions, $9.80 million of it from the employer (61%).
- $13.2 million was paid out to participants.
- Investment and other income added $29.3 million.
- Administrative expenses were $125,213, about $120 per account.
How the First Command Financial Planning, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 915 | $186.5 million | $7.38 million | $12.2 million |
| 2020 | 937 | $235.5 million | $8.51 million | $29.4 million |
| 2021 | 952 | $160.4 million | $7.02 million | $29.5 million |
| 2022 | 971 | $191.1 million | $7.63 million | $20.3 million |
| 2023 | 1,064 | $216.9 million | $9.07 million | $21.9 million |
| 2024 | 1,087 | $246.8 million | $9.80 million | $13.2 million |
First Command Financial Planning, Inc. 401(k) Contact Information
Questions about the First Command Financial Planning, Inc. 401(k)
Does First Command Financial Planning, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $9.80 million in employer contributions for plan year 2024.
Does the First Command Financial Planning, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the First Command Financial Planning, Inc 401(k) plan?
1,087 participants at the start of plan year 2024, 873 of them active employees, and 214 former employees who still had money in the plan.
What is the average 401(k) balance at First Command Financial Planning, Inc?
About $237,084 per account: $246.8 million in plan assets across 1,041 accounts with a balance at the end of plan year 2024.
Who manages the First Command Financial Planning, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at First Command Financial Planning, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.