What public Form 5500 filings show about the Group Five Investments, LLC 401(k) plan — and how to find and check your own account.
Group Five Investments, LLC (EIN 26-4769327) reports GROUP FIVE INVESTMENTS, LLC 401(K) PLAN on its most recent Form 5500, with $581K in plan assets across 157 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 Five Investments, LLC 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 Vestwell, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Group Five Investments, LLC 401(k).
