FRAGASSO FINANCIAL ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the FRAGASSO FINANCIAL ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The FRAGASSO FINANCIAL ADVISORS, INC. 401(k) on its latest Form 5500
FRAGASSO FINANCIAL ADVISORS, INC. (EIN 25-1773014) reports FRAGASSO FINANCIAL ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $14.6M in plan assets across 43 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 FRAGASSO FINANCIAL ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the FRAGASSO FINANCIAL ADVISORS, INC. 401(k)?
FRAGASSO FINANCIAL ADVISORS, 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 FRAGASSO FINANCIAL ADVISORS, INC.HR for the recordkeeper’s name and login.
How to check your FRAGASSO FINANCIAL ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FRAGASSO FINANCIAL ADVISORS, INC. 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).
