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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

EF SERVICES, INC. 401(k) Plan

What public Form 5500 filings show about the EF SERVICES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$230.2M
Participants
2,624
Plans on file
1

The EF SERVICES, INC. 401(k) on its latest Form 5500

EF SERVICES, INC. (EIN 04-3534772) reports EF EDUCATION 401K RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $230.2M in plan assets across 2,624 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 EF SERVICES, INC. filing — schedules, fees, and providers.

Who runs the EF SERVICES, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EF SERVICES, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TSS FINANCIAL PARTNERS LLP, MORGAN STANLEY SMITH BARNEY, TYLER SIMMS & ST SAUVEUR CPAS.

How to check your EF SERVICES, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask EF SERVICES, 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).
More on this employer: EF SERVICES, INC. — all Form 5500 filings (EIN 04-3534772) · Massachusetts employer EIN lookup · Form 5500 search
EF SERVICES, INC. 401(k) Plan — Form 5500