What public Form 5500 filings show about the Plan Fiduciary Services, Inc. 401(k) plan — and how to find and check your own account.
Plan Fiduciary Services, Inc. (EIN 27-3523833) reports ONEDIGITAL OPEN POOLED EMPLOYER PLAN on its most recent Form 5500, with $287.1M in plan assets across 20,327 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 Fiduciary 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 Fiduciary Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN PENSION SERVICES, MORGAN STANLEY SMITH BARNEY, SOUDERS FINANCIAL ADVISORS, ONEDIGITAL INVESTMENT ADVISORS, PFS INVESTMENTS, LPL FINANCIAL - RPCP.
