CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 401(k) Plan
What public Form 5500 filings show about the CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 401(k) plan — and how to find and check your own account.
The CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 401(k) on its latest Form 5500
CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC (EIN 37-1517313) reports CLIENT FINANCIAL SERVICES OF MICHIGAN LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.1M in plan assets across 118 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 CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC filing — schedules, fees, and providers.
Who runs the CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT ADVANTAGE.
How to check your CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 401(k)
- Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
- Ask CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC 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).