INVESTEK MANAGEMENT SERVICES, LLC 401(k) Plan
What public Form 5500 filings show about the INVESTEK MANAGEMENT SERVICES, LLC 401(k) plan — and how to find and check your own account.
The INVESTEK MANAGEMENT SERVICES, LLC 401(k) on its latest Form 5500
INVESTEK MANAGEMENT SERVICES, LLC (EIN 34-1916494) reports INVESTEK MANAGEMENT SERVICES 401(K) & PSP on its most recent Form 5500, with $603K in plan assets across 24 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 INVESTEK MANAGEMENT SERVICES, LLC filing — schedules, fees, and providers.
Who runs the INVESTEK MANAGEMENT SERVICES, LLC 401(k)?
INVESTEK MANAGEMENT SERVICES, LLC’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 INVESTEK MANAGEMENT SERVICES, LLCHR for the recordkeeper’s name and login.
How to check your INVESTEK MANAGEMENT SERVICES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask INVESTEK MANAGEMENT SERVICES, LLC 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).