FINANCIAL INDEPENDENCE GROUP, LLC 401(k) Plan
What public Form 5500 filings show about the FINANCIAL INDEPENDENCE GROUP, LLC 401(k) plan — and how to find and check your own account.
The FINANCIAL INDEPENDENCE GROUP, LLC 401(k) on its latest Form 5500
FINANCIAL INDEPENDENCE GROUP, LLC (EIN 56-1346906) reports FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN on its most recent Form 5500, with $19.3M in plan assets across 192 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 INDEPENDENCE GROUP, LLC filing — schedules, fees, and providers.
Who runs the FINANCIAL INDEPENDENCE GROUP, LLC 401(k)?
FINANCIAL INDEPENDENCE GROUP, LLC’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 INDEPENDENCE GROUP, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KIRKPATRICK PRICE, ALPHASTAR CAPITAL MANAGEMENT, MATRIX TRUST, AMERITAS LIFE INSURANCE.
How to check your FINANCIAL INDEPENDENCE GROUP, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FINANCIAL INDEPENDENCE GROUP, LLC 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).