What public Form 5500 filings show about the Financial Service Group, Inc. 401(k) plan — and how to find and check your own account.
Financial Service Group, Inc. (EIN 39-1341691) reports FINANCIAL SERVICE GROUP, INC. RETIREMENT TRUST on its most recent Form 5500, with $2.5M in plan assets across 9 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 Service Group, Inc. filing — schedules, fees, and providers.
Financial Service Group, 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 Service Group, Inc.HR for the recordkeeper’s name and login.
