What public Form 5500 filings show about the Greatamerica Financial Services Corporation 401(k) plan — and how to find and check your own account.
Greatamerica Financial Services Corporation (EIN 42-1425592) reports GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $178.6M in plan assets across 751 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 Greatamerica Financial Services Corporation 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Greatamerica Financial Services Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTONLARSONALLEN LLP, CAPITAL STRATEGIES INVESTMENT GROUP.
