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FINANCIAL STRATEGIES GROUP INC. 401(k) Plan

What public Form 5500 filings show about the FINANCIAL STRATEGIES GROUP INC. 401(k) plan — and how to find and check your own account.

Plan assets
$545K
Participants
22
Plans on file
1

The FINANCIAL STRATEGIES GROUP INC. 401(k) on its latest Form 5500

FINANCIAL STRATEGIES GROUP INC. (EIN 82-2226358) reports FINANCIAL STRATEGIES GROUP RETIREMENT PLAN on its most recent Form 5500, with $545K in plan assets across 22 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 STRATEGIES GROUP INC. filing — schedules, fees, and providers.

Who runs the FINANCIAL STRATEGIES GROUP INC. 401(k)?

FINANCIAL STRATEGIES 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 STRATEGIES GROUP INC.HR for the recordkeeper’s name and login.

How to check your FINANCIAL STRATEGIES GROUP INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FINANCIAL STRATEGIES GROUP INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: FINANCIAL STRATEGIES GROUP INC. — all Form 5500 filings (EIN 82-2226358) · Michigan employer EIN lookup · Form 5500 search
FINANCIAL STRATEGIES GROUP INC. 401(k) Plan — Form 5500