What public Form 5500 filings show about the Financial Strategies Retirement 401(k) plan — and how to find and check your own account.
Financial Strategies Retirement (EIN 26-2580447) reports FSRP 401(K) PLAN on its most recent Form 5500, with $4.6M 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 Retirement filing — schedules, fees, and providers.
Financial Strategies Retirement’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 RetirementHR for the recordkeeper’s name and login.
