What public Form 5500 filings show about the Plan Compliance Services, Inc. 401(k) plan — and how to find and check your own account.
Plan Compliance Services, Inc. (EIN 59-3708427) reports RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S on its most recent Form 5500, with $153.8M in plan assets across 10,760 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 Plan Compliance 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 Plan Compliance Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN PENSION SERVICES, SOUDERS FINANCIAL ADVISORS, SECURITIES AMERICA ADVISORS, MESIROW FINANCIAL INVESTMENT, EMPOWER LIFE & ANNUITY INSURANCE, CAMBRIDGE INVESTMENT GROUP.
