PLANVIEW, INC. 401(k) Plan
What public Form 5500 filings show about the PLANVIEW, INC. 401(k) plan — and how to find and check your own account.
The PLANVIEW, INC. 401(k) on its latest Form 5500
PLANVIEW, INC. (EIN 74-2548407) reports PLANVIEW, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $115.0M in plan assets across 516 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 PLANVIEW, INC. filing — schedules, fees, and providers.
Who runs the PLANVIEW, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PLANVIEW, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ALLIANT RETIREMENT SERVICES.
How to check your PLANVIEW, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PLANVIEW, 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).