What public Form 5500 filings show about the ATX PEO Services, Inc. 401(k) plan — and how to find and check your own account.
ATX PEO Services, Inc. (EIN 92-1119949) reports ATARAXIS PEO RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $35.3M in plan assets across 1,470 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 ATX PEO Services, Inc. filing — schedules, fees, and providers.
ATX PEO 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 ATX PEO Services, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, ATX PEO SERVICES, CLEAR CREEK FINANCIAL MANAGEMENT L, AMERITAS LIFE INSURANCE.
