What public Form 5500 filings show about the Financial Management Software, Inc. 401(k) plan — and how to find and check your own account.
Financial Management Software, Inc. (EIN 33-2486186) reports FINANCIAL MANAGEMENT SOFTWARE 401(K) PLAN on its most recent Form 5500, with $91K in plan assets across 0 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 Management Software, Inc. filing — schedules, fees, and providers.
Financial Management Software, 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 Management Software, Inc.HR for the recordkeeper’s name and login.
