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.
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.
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.
