What public Form 5500 filings show about the Primeritus Financial Services, Inc. 401(k) plan — and how to find and check your own account.
Primeritus Financial Services, Inc. (EIN 45-4418687) reports PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.1M in plan assets across 189 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 Primeritus 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Primeritus Financial Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LBMC PC, EMPOWER ADVISORY GROUP, JULY BUSINESS SERVICES, JANNEY MONTGOMERY SCOTT, ACCESS RETIREMENT SERVICES.
