IBAR Special Needs Trust Advis 401(k) Plan

The IBAR Special Needs Trust Advis 401(k) on its latest Form 5500

IBAR Special Needs Trust Advis (EIN 95-3943585) reports IBAR SPECIAL NEEDS TRUST ADVIS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $852K in plan assets across 13 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 IBAR Special Needs Trust Advis filing — schedules, fees, and providers.

Who runs the IBAR Special Needs Trust Advis 401(k)?

IBAR Special Needs Trust Advis’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask IBAR Special Needs Trust AdvisHR for the recordkeeper’s name and login.

How to check your IBAR Special Needs Trust Advis 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask IBAR Special Needs Trust Advis 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).