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A.P. Financial Services Inc. 401(k) Plan

What public Form 5500 filings show about the A.P. Financial Services Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$69K
Participants
2
Plans on file
1

The A.P. Financial Services Inc. 401(k) on its latest Form 5500

A.P. Financial Services Inc. (EIN 87-3553331) reports TRUE EDGE TAX SERVICES 401(K) PLAN on its most recent Form 5500, with $69K in plan assets across 2 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 A.P. Financial Services Inc. filing — schedules, fees, and providers.

Who runs the A.P. Financial Services Inc. 401(k)?

A.P. Financial Services 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 A.P. Financial Services Inc.HR for the recordkeeper’s name and login.

How to check your A.P. Financial Services Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask A.P. Financial Services 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).
More on this employer: A.P. Financial Services Inc. — all Form 5500 filings (EIN 87-3553331) · California employer EIN lookup · Form 5500 search