What public Form 5500 filings show about the Extensis Group, LLC 401(k) plan — and how to find and check your own account.
Extensis Group, LLC (EIN 86-1064991) reports EXTENSIS GROUP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $682.1M in plan assets across 11,488 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 Extensis Group, LLC 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 Extensis Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EXTENSIS HR, COHNREZNICK LLP, EISNERAMPER LLP, CHARLES SCHWAB & CO, MERRILL LYNCH, WITHUM SMITH + BROWN PC.
