What public Form 5500 filings show about the Environmental Systems Research Institute, Inc. 401(k) plan — and how to find and check your own account.
Environmental Systems Research Institute, Inc. (EIN 95-2775732) reports ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN on its most recent Form 5500, with $2.1B in plan assets across 5,110 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 Environmental Systems Research Institute, Inc. 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 Environmental Systems Research Institute, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, STRATEGIC ADVISORS, MOSS ADAMS LLP.