DATA SYSTEMS, INC. 401(k) Plan
What public Form 5500 filings show about the DATA SYSTEMS, INC. 401(k) plan — and how to find and check your own account.
The DATA SYSTEMS, INC. 401(k) on its latest Form 5500
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.
Who runs the DATA 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 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): MAXORPLUS, ELAP SERVICES, CREATIVE PLANNING HOLDCO, EMPLOYEE BENEFIT MANAGEMENT SERVICE, MCMILLEN DOVALI CO PC, MORNINGSTAR.
How to check your DATA SYSTEMS, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask DATA 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).