What public Form 5500 filings show about the ION Financial, MHC 401(k) plan — and how to find and check your own account.
ION Financial, MHC (EIN 57-1223365) reports ION FINANCIAL, MHC 401K PLAN on its most recent Form 5500, with $50.8M in plan assets across 349 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 ION Financial, MHC 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ION Financial, MHC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INSTITUTIONAL INVESTMENT CONSULTING, VOYA RETIREMENT ADVISORS, MORNINGSTAR.
