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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k) Plan

What public Form 5500 filings show about the FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$1.2M
Participants
11
Plans on file
1

The FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k) on its latest Form 5500

FIRST PRIORITY MANAGEMENT SERVICES, LLC (EIN 27-3360150) reports FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.2M in plan assets across 11 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 FIRST PRIORITY MANAGEMENT SERVICES, LLC filing — schedules, fees, and providers.

Who runs the FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k)?

FIRST PRIORITY MANAGEMENT SERVICES, LLC’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 FIRST PRIORITY MANAGEMENT SERVICES, LLCHR for the recordkeeper’s name and login.

How to check your FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FIRST PRIORITY MANAGEMENT SERVICES, LLC 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: FIRST PRIORITY MANAGEMENT SERVICES, LLC — all Form 5500 filings (EIN 27-3360150) · California employer EIN lookup · Form 5500 search
FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(k) Plan — Form 5500