REFRESHMENT SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the REFRESHMENT SERVICES, INC. 401(k) plan — and how to find and check your own account.
The REFRESHMENT SERVICES, INC. 401(k) on its latest Form 5500
REFRESHMENT SERVICES, INC. (EIN 37-1041383) reports REFRESHMENT SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $23.4M in plan assets across 484 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 REFRESHMENT SERVICES, INC. filing — schedules, fees, and providers.
Who runs the REFRESHMENT 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your REFRESHMENT SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, NAVIGATE RETIREMENT SOLUTIONS.
How to check your REFRESHMENT SERVICES, INC. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask REFRESHMENT 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).