ASSETGENIE, INC. 401(k) Plan
What public Form 5500 filings show about the ASSETGENIE, INC. 401(k) plan — and how to find and check your own account.
The ASSETGENIE, INC. 401(k) on its latest Form 5500
ASSETGENIE, INC. (EIN 81-0681903) reports ASSETGENIE, INC. 401(K) PLAN on its most recent Form 5500, with $11.0M in plan assets across 256 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 ASSETGENIE, INC. filing — schedules, fees, and providers.
Who runs the ASSETGENIE, INC. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ASSETGENIE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HAMILTON CAPITAL, DUNBAR BENDER & ZAPF.
How to check your ASSETGENIE, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask ASSETGENIE, 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).