Plan Fiduciary Services, Inc. 401(k) Plan
What public Form 5500 filings show about the Plan Fiduciary Services, Inc. 401(k) plan — and how to find and check your own account.
The Plan Fiduciary Services, Inc. 401(k) on its latest Form 5500
Plan Fiduciary Services, Inc. (EIN 27-3523833) reports THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $295.0M 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.
Who runs the Plan Fiduciary Services, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, 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, EMPOWER ANNUITY INSURANCE, ONEDIGITAL INVESTMENT ADVISORS, SOUDERS FINANCIAL ADVISORS, PFS INVESTMENTS.
How to check your Plan Fiduciary Services, Inc. 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask Plan Fiduciary Services, 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).