What public Form 5500 filings show about the Long Island Financial Management Services 401(k) plan — and how to find and check your own account.
Long Island Financial Management Services (EIN 27-1905997) reports SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES on its most recent Form 5500, with $922K in plan assets across 8 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 Long Island Financial Management Services filing — schedules, fees, and providers.
Long Island Financial Management Services’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 Long Island Financial Management ServicesHR for the recordkeeper’s name and login.
