Financially Yours Advisory Services, Inc. 401(k) Plan

The Financially Yours Advisory Services, Inc. 401(k) on its latest Form 5500

Financially Yours Advisory Services, Inc. (EIN 26-4083259) reports FINANCIALLY YOURS ADVISORY SERVICES 401(K) PLAN AND TRUST on its most recent Form 5500, with $1.1M in plan assets across 2 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 Financially Yours Advisory Services, Inc. filing — schedules, fees, and providers.

Who runs the Financially Yours Advisory Services, Inc. 401(k)?

Financially Yours Advisory Services, 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 Financially Yours Advisory Services, Inc.HR for the recordkeeper’s name and login.

How to check your Financially Yours Advisory Services, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Financially Yours Advisory Services, 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).