What public Form 5500 filings show about the ISO New England Inc. 401(k) plan — and how to find and check your own account.
ISO New England Inc. (EIN 04-3372500) reports ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN on its most recent Form 5500, with $321.3M in plan assets across 678 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 ISO New England 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ISO New England Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPTRUST.
