What public Form 5500 filings show about the Employer Flexible 401(k) plan — and how to find and check your own account.
Employer Flexible (EIN 27-4406361) reports EMPLOYER FLEXIBLE 401(K) PLAN on its most recent Form 5500, with $215.4M in plan assets across 11,224 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 Employer Flexible 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Employer Flexible 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TEMPLETON & LLP, NPPG FIDUCIARY SERVICES, PINNACLE FINANCIAL SERVICES, EMPLOYER FLEXIBLE HR, 360 PAYROLL INTEGRATION.
