FACTSET RESEARCH SYSTEMS INC. 401(k) Plan
What public Form 5500 filings show about the FACTSET RESEARCH SYSTEMS INC. 401(k) plan — and how to find and check your own account.
The FACTSET RESEARCH SYSTEMS INC. 401(k) on its latest Form 5500
FACTSET RESEARCH SYSTEMS INC. (EIN 13-3362547) reports FACTSET RESEARCH SYSTEMS INC. PLAN on its most recent Form 5500, with $863.3M in plan assets across 2,364 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 FACTSET RESEARCH SYSTEMS INC. filing — schedules, fees, and providers.
Who runs the FACTSET RESEARCH SYSTEMS INC. 401(k)?
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 FACTSET RESEARCH SYSTEMS INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OCONNOR DAVIS LLP, STRATEGIC ADVISORS, CAPFINANCIAL PARTNERS.
How to check your FACTSET RESEARCH SYSTEMS INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask FACTSET RESEARCH SYSTEMS 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).