First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan

• Compliance

  Corrective distributions

  Plan reported corrective distributions (failed ADP/ACP testing).

  Schedule H, line 2g
• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2

Industry

52 - Finance and Insurance

Plan type

Defined contribution

Participants

250-999

Cohort

1,548 peers

Snapshot

2025

Target-date series: Fidelity Freedom Blend, mutual fund, 42% of fund dollars

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2E
  Profit-sharing

  Profit-sharing plan.
• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2I
  Stock bonus

  Stock bonus plan.
• 2J
  Code section 401(k) feature

  Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
• 2P
  Leveraged ESOP

  Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
• 2Q
  ESOP maintained by an S corporation

  The employer maintaining this ESOP is an S corporation.
• 2S
  Automatic enrollment

  Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
• 2T
  Default investment account

  Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
• 3H
  Controlled group member

  Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
• 3I
  Employer securities investment required

  Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.