Facility Concepts, Inc. 401(k) Plan
What public Form 5500 filings show about the Facility Concepts, Inc. 401(k) plan — and how to find and check your own account.
The Facility Concepts, Inc. 401(k) on its latest Form 5500
Facility Concepts, Inc. (EIN 20-1185873) reports FACILITY CONCEPTS, INC. 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 144 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 Facility Concepts, Inc. filing — schedules, fees, and providers.
Who runs the Facility Concepts, Inc. 401(k)?
Facility Concepts, Inc.’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 Facility Concepts, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MGMT, RETIREMENT PLAN CONCEPTS & SVCS, SHEPHERD FINANCIAL INVESTMENT ADVIS, CETERA INVESTMENT ADVISERS, FIRST MERCHANTS BANK, VOYA RETIREMENT ADVISORS.
How to check your Facility Concepts, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Facility Concepts, Inc. 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).