What public Form 5500 filings show about the Plansource Financial Services, Inc. 401(k) plan — and how to find and check your own account.
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.
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): MERRILL LYNCH LIFE AGENCY, PLANSOURCE FINANCIAL SERVICES.
