What public Form 5500 filings show about the North American Client Services, Inc. 401(k) plan — and how to find and check your own account.
North American Client Services, Inc. (EIN 88-0252963) reports NORTH AMERICAN CLIENT SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $27.2M in plan assets across 1,442 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 North American Client 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your North American Client Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACCELERATE INVESTMENT ADVISORS, MMA SECURITIES, STIFEL NICOLAUS & CO.
