What public Form 5500 filings show about the Financial Operating Inc. 401(k) plan — and how to find and check your own account.
Financial Operating Inc. (EIN 75-1703474) reports FINANCIAL OPERATING INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $837K in plan assets across 49 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 Operating Inc. filing — schedules, fees, and providers.
Financial Operating 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 Operating Inc.HR for the recordkeeper’s name and login.
