What public Form 5500 filings show about the Financial Resources Group Invest 401(k) plan — and how to find and check your own account.
Financial Resources Group Invest (EIN 46-4489444) reports FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT on its most recent Form 5500, with $24.5M in plan assets across 201 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 Resources Group Invest filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Financial Resources Group Invest 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER.
