What public Form 5500 filings show about the Innovative Office Systems, LLC 401(k) plan — and how to find and check your own account.
Innovative Office Systems, LLC (EIN 13-4206702) reports LINEAGE PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $8.2M in plan assets across 112 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 Innovative Office Systems, LLC 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 MATRIX TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Innovative Office Systems, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACTUARIAL CONSULTING SERVICES.
