What public Form 5500 filings show about the Integrated Employer Solutions, Inc. 401(k) plan — and how to find and check your own account.
Integrated Employer Solutions, Inc. (EIN 87-0653068) reports INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $14.7M in plan assets across 915 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 Integrated Employer Solutions, 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 Integrated Employer Solutions, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PINNACLE FINANCIAL SERVICES, TRUENORTH WEALTH.
