AUTOMATED FINANCIAL SYSTEMS, INC. 401(k) Plan
What public Form 5500 filings show about the AUTOMATED FINANCIAL SYSTEMS, INC. 401(k) plan — and how to find and check your own account.
The AUTOMATED FINANCIAL SYSTEMS, INC. 401(k) on its latest Form 5500
AUTOMATED FINANCIAL SYSTEMS, INC. (EIN 23-1724335) reports AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN on its most recent Form 5500, with $85.1M in plan assets across 285 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 AUTOMATED FINANCIAL SYSTEMS, INC. filing — schedules, fees, and providers.
Who runs the AUTOMATED FINANCIAL SYSTEMS, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AUTOMATED FINANCIAL SYSTEMS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RKL LLP, INTEGRATED WEALTH CONCEPTS.
How to check your AUTOMATED FINANCIAL SYSTEMS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask AUTOMATED FINANCIAL SYSTEMS, 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).