McQueen Financial Advisors II, Inc. 401(k) Plan

The McQueen Financial Advisors II, Inc. 401(k) on its latest Form 5500

McQueen Financial Advisors II, Inc. (EIN 45-4007908) reports MFA 401(K) PLAN on its most recent Form 5500, with $5.4M in plan assets across 50 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 McQueen Financial Advisors II, Inc. filing — schedules, fees, and providers.

Who runs the McQueen Financial Advisors II, Inc. 401(k)?

McQueen Financial Advisors II, Inc.’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 McQueen Financial Advisors II, Inc.HR for the recordkeeper’s name and login.

How to check your McQueen Financial Advisors II, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask McQueen Financial Advisors II, Inc. 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).