What public Form 5500 filings show about the Group 360, Inc. 401(k) plan — and how to find and check your own account.
Group 360, Inc. (EIN 16-1656330) reports GROUP 360, INC. SAVINGS PLAN AND TRUST on its most recent Form 5500, with $19.8M in plan assets across 107 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 Group 360, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Group 360, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, ENTERPRISE BANK & TRUST.
