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Finalsite Holdings, Inc. 401(k) Plan

What public Form 5500 filings show about the Finalsite Holdings, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$39.7M
Participants
344
Plans on file
1

The Finalsite Holdings, Inc. 401(k) on its latest Form 5500

Finalsite Holdings, Inc. (EIN 45-5495914) reports FINALSITE 401(K) PLAN on its most recent Form 5500, with $39.7M in plan assets across 344 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 Finalsite Holdings, Inc. filing — schedules, fees, and providers.

Who runs the Finalsite Holdings, 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 Finalsite Holdings, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHWESTERN MUTUAL WEALTH MGMT CO.

How to check your Finalsite Holdings, Inc. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask Finalsite Holdings, 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).
More on this employer: Finalsite Holdings, Inc. — all Form 5500 filings (EIN 45-5495914) · Connecticut employer EIN lookup · Form 5500 search