What public Form 5500 filings show about the Data Systems, Inc. 401(k) plan — and how to find and check your own account.
Data Systems, Inc. (EIN 47-0465884) reports DATA SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $40.2M in plan assets across 511 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 Data Systems, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Data Systems, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING HOLDCO, MORNINGSTAR, EMPLOYEE BENEFIT MANAGEMENT SERVICE, MCMILLEN DOVALI CO PC, MAXORPLUS, ELAP SERVICES.
