INDEPENDENT OPTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the INDEPENDENT OPTIONS, INC. 401(k) plan — and how to find and check your own account.
The INDEPENDENT OPTIONS, INC. 401(k) on its latest Form 5500
INDEPENDENT OPTIONS, INC. (EIN 33-0048519) reports INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $8.0M in plan assets across 366 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 INDEPENDENT OPTIONS, INC. filing — schedules, fees, and providers.
Who runs the INDEPENDENT OPTIONS, 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your INDEPENDENT OPTIONS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STUART J SCHNEIDER CPA.
How to check your INDEPENDENT OPTIONS, INC. 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask INDEPENDENT OPTIONS, 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).