What public Form 5500 filings show about the Financial Industry Technical SER 401(k) plan — and how to find and check your own account.
Financial Industry Technical SER (EIN 22-3448012) reports FINANCIAL INDUSTRY TECHNICAL SERVICES, PROFIT SHARING PLAN on its most recent Form 5500, with $9.9M in plan assets across 58 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 Industry Technical SER filing — schedules, fees, and providers.
Financial Industry Technical SER’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 Industry Technical SERHR for the recordkeeper’s name and login.
