What public Form 5500 filings show about the Financial Statement Services , Inc. 401(k) plan — and how to find and check your own account.
Financial Statement Services , Inc. (EIN 33-0032400) reports FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $18.1M in plan assets across 216 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 Statement Services , Inc. 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 Statement Services , Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL, ACUITY ADVISORS, BLUE RIDGE ASSOCIATES, GILLIGAN BENEFITS LAW, SUMMIT FIDUCIARY GROUP, AMBROSE ESOP ADVISORS.
