EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 401(k) Plan
What public Form 5500 filings show about the EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 401(k) plan — and how to find and check your own account.
The EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 401(k) on its latest Form 5500
EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES (EIN 27-1905997) reports SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES on its most recent Form 5500, with $837K in plan assets across 9 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 EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES filing — schedules, fees, and providers.
Who runs the EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 401(k)?
EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICESHR for the recordkeeper’s name and login.
How to check your EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES 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).