FUTURE VALUE ASSOCIATES, LTD. 401(k) Plan
What public Form 5500 filings show about the FUTURE VALUE ASSOCIATES, LTD. 401(k) plan — and how to find and check your own account.
The FUTURE VALUE ASSOCIATES, LTD. 401(k) on its latest Form 5500
FUTURE VALUE ASSOCIATES, LTD. (EIN 13-3755906) reports FUTURE VALUE ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $408K in plan assets across 3 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 FUTURE VALUE ASSOCIATES, LTD. filing — schedules, fees, and providers.
Who runs the FUTURE VALUE ASSOCIATES, LTD. 401(k)?
FUTURE VALUE ASSOCIATES, LTD.’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 FUTURE VALUE ASSOCIATES, LTD.HR for the recordkeeper’s name and login.
How to check your FUTURE VALUE ASSOCIATES, LTD. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FUTURE VALUE ASSOCIATES, LTD. 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).