FINEOS CORPORATION 401(k) Plan
What public Form 5500 filings show about the FINEOS CORPORATION 401(k) plan — and how to find and check your own account.
The FINEOS CORPORATION 401(k) on its latest Form 5500
FINEOS CORPORATION (EIN 04-3512701) reports FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $31.3M in plan assets across 191 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 FINEOS CORPORATION filing — schedules, fees, and providers.
Who runs the FINEOS CORPORATION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FINEOS CORPORATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARINER WEALTH ADVISORS, CAMBRIDGE INVESTMENT RESEARCH, VOYA RETIREMENT ADVISORS.
How to check your FINEOS CORPORATION 401(k)
- Log in to Ascensus’s participant portal (the site on your statements).
- Ask FINEOS CORPORATION 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).