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PLANSOURCE FINANCIAL SERVICES, INC. 401(k) Plan

What public Form 5500 filings show about the PLANSOURCE FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$80.7M
Participants
1,933
Plans on file
1

The PLANSOURCE FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500

PLANSOURCE FINANCIAL SERVICES, INC. (EIN 59-3707284) reports PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $80.7M in plan assets across 1,933 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 PLANSOURCE FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.

Who runs the PLANSOURCE FINANCIAL 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PLANSOURCE FINANCIAL SERVICES, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PLANSOURCE FINANCIAL SERVICES, MERRILL LYNCH LIFE AGENCY.

How to check your PLANSOURCE FINANCIAL SERVICES, INC. 401(k)

  • Log in to Transamerica’s participant portal (the site on your statements).
  • Ask PLANSOURCE FINANCIAL 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).
More on this employer: PLANSOURCE FINANCIAL SERVICES, INC. — all Form 5500 filings (EIN 59-3707284) · Florida employer EIN lookup · Form 5500 search
PLANSOURCE FINANCIAL SERVICES, INC. 401(k) Plan — Form 5500