What public Form 5500 filings show about the Diversified Service Options, Inc. DBA Guidewell Source 401(k) plan — and how to find and check your own account.
Diversified Service Options, Inc. DBA Guidewell Source (EIN 59-3514333) reports DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN on its most recent Form 5500, with $224.2M in plan assets across 2,356 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 Diversified Service Options, Inc. DBA Guidewell Source 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Diversified Service Options, Inc. DBA Guidewell Source 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FINANCIAL ENGINES, WEALTH MANAGEMENT SYSTEMS.
