GROUP MANAGEMENT SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the GROUP MANAGEMENT SERVICES, INC. 401(k) plan — and how to find and check your own account.
The GROUP MANAGEMENT SERVICES, INC. 401(k) on its latest Form 5500
GROUP MANAGEMENT SERVICES, INC. (EIN 34-1707723) reports GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $419.6M in plan assets across 15,988 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 MANAGEMENT SERVICES, INC. filing — schedules, fees, and providers.
Who runs the GROUP MANAGEMENT SERVICES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GROUP MANAGEMENT SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CORRIGAN KRAUSE, RAYMOND JAMES FINANCIAL SERVICES, GROUP MANAGEMENT SERVICES, MCDONALD HOPKINS, CHARLES SCHWAB & CO.
How to check your GROUP MANAGEMENT SERVICES, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask GROUP MANAGEMENT SERVICES, INC. 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).