FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 401(k) Plan
What public Form 5500 filings show about the FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 401(k) plan — and how to find and check your own account.
The FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 401(k) on its latest Form 5500
FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C (EIN 55-0710558) reports FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN on its most recent Form 5500, with $49.5M in plan assets across 75 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 FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C filing — schedules, fees, and providers.
Who runs the FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 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 CAPITAL GROUP RETIRMENT PLAN SERVIC, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ARGENT TRUST N A, LPL FINANCIAL, JANNEY MONTGOMERY SCOTT, MCKINLEY CARTER TRUST, CERITY PARTNERS.
How to check your FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 401(k)
- Log in to CAPITAL GROUP RETIRMENT PLAN SERVIC’s participant portal (the site on your statements).
- Ask FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C 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).