What public Form 5500 filings show about the Group Management Services, Inc. 401(k) plan — and how to find and check your own account.
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.
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): CHARLES SCHWAB & CO, GROUP MANAGEMENT SERVICES, MCDONALD HOPKINS, CORRIGAN KRAUSE, RAYMOND JAMES FINANCIAL SERVICES.
