What public Form 5500 filings show about the Managed Business Services, Inc. 401(k) plan — and how to find and check your own account.
Managed Business Services, Inc. (EIN 88-0334350) reports MANAGEDPAY 401(K) RETIREMENT PLAN on its most recent Form 5500, with $13.4M in plan assets across 507 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 Managed Business Services, 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 Managed Business Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, BD AND ASSOCIATES CPAS.
