What public Form 5500 filings show about the Experity, Inc. 401(k) plan — and how to find and check your own account.
Experity, Inc. (EIN 41-2016532) reports EXPERITY 401(K) PLAN on its most recent Form 5500, with $47.5M in plan assets across 563 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 Experity, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Experity, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, CHARLES SCHWAB TRUST BANK.
