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

FISCAL PARTNERS, LLC 401(k) Plan

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

Plan assets
$685K
Participants
12
Plans on file
1

The FISCAL PARTNERS, LLC 401(k) on its latest Form 5500

FISCAL PARTNERS, LLC (EIN 47-3959936) reports FISCAL PARTNERS, LLC 401(K) PLAN on its most recent Form 5500, with $685K in plan assets across 12 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 FISCAL PARTNERS, LLC filing — schedules, fees, and providers.

Who runs the FISCAL PARTNERS, LLC 401(k)?

FISCAL PARTNERS, 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 FISCAL PARTNERS, LLCHR for the recordkeeper’s name and login.

How to check your FISCAL PARTNERS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FISCAL PARTNERS, 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: FISCAL PARTNERS, LLC — all Form 5500 filings (EIN 47-3959936) · Arizona employer EIN lookup · Form 5500 search
FISCAL PARTNERS, LLC 401(k) Plan — Form 5500