What public Form 5500 filings show about the Education & Training Resources 401(k) plan — and how to find and check your own account.
Education & Training Resources (EIN 61-1242482) reports EDUCATION & TRAINING RESOURCES, LLC 401K PLAN on its most recent Form 5500, with $11.4M in plan assets across 854 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 Education & Training Resources 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Education & Training Resources 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, ADP BROKER-DEALER, LATTIMORE BLACK MORGAN & CRAIN P.
