What public Form 5500 filings show about the Gleason Research Associates, Inc. 401(k) plan — and how to find and check your own account.
Gleason Research Associates, Inc. (EIN 52-1261002) reports GLEASON RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20.8M in plan assets across 118 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 Gleason Research Associates, Inc. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gleason Research Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO CLEARING SERVICES.
