Financial Group of Philadelphia, Inc. 401(k) Plan
What public Form 5500 filings show about the Financial Group of Philadelphia, Inc. 401(k) plan — and how to find and check your own account.
The Financial Group of Philadelphia, Inc. 401(k) on its latest Form 5500
Financial Group of Philadelphia, Inc. (EIN 81-2596592) reports FINANCIAL GROUP OF PHILADELPHIA, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.0M in plan assets across 3 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 Financial Group of Philadelphia, Inc. filing — schedules, fees, and providers.
Who runs the Financial Group of Philadelphia, Inc. 401(k)?
Financial Group of Philadelphia, 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 Financial Group of Philadelphia, Inc.HR for the recordkeeper’s name and login.
How to check your Financial Group of Philadelphia, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Financial Group of Philadelphia, 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).