What public Form 5500 filings show about the Secure One Financial Inc. 401(k) plan — and how to find and check your own account.
Secure One Financial Inc. (EIN 84-4678539) reports SECURE ONE FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $35K in plan assets across 22 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 Secure One Financial Inc. filing — schedules, fees, and providers.
Secure One Financial Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Secure One Financial Inc.HR for the recordkeeper’s name and login.
