What public Form 5500 filings show about the Folio3 Software Inc. 401(k) plan — and how to find and check your own account.
Folio3 Software Inc. (EIN 20-4593236) reports FOLIO3 SOFTWARE INC. 401(K) PLAN on its most recent Form 5500, with $674K 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 Folio3 Software Inc. filing — schedules, fees, and providers.
Folio3 Software Inc.’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 Folio3 Software Inc.HR for the recordkeeper’s name and login.
