Center for Financial Training Atlantic States, Inc. 401(k) Plan

The Center for Financial Training Atlantic States, Inc. 401(k) on its latest Form 5500

Center for Financial Training Atlantic States, Inc. (EIN 06-1367018) reports CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN on its most recent Form 5500, with $2.3M in plan assets across 4 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 Center for Financial Training Atlantic States, Inc. filing — schedules, fees, and providers.

Who runs the Center for Financial Training Atlantic States, Inc. 401(k)?

Center for Financial Training Atlantic States, 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 Center for Financial Training Atlantic States, Inc.HR for the recordkeeper’s name and login.

How to check your Center for Financial Training Atlantic States, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Center for Financial Training Atlantic States, 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).