Independent Professional Services, Inc. 401(k) Plan
What public Form 5500 filings show about the Independent Professional Services, Inc. 401(k) plan — and how to find and check your own account.
The Independent Professional Services, Inc. 401(k) on its latest Form 5500
Independent Professional Services, Inc. (EIN 22-3551387) reports INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $63.6M in plan assets across 76 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 Professional Services, Inc. filing — schedules, fees, and providers.
Who runs the Independent Professional 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 Independent Professional Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERIDIAN WEALTH PARTNERS, DUNLAP SLK, CHARLES SCHWAB & CO, NATIONAL FINANCIAL SERVICES.
How to check your Independent Professional Services, Inc. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask Independent Professional 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).