What public Form 5500 filings show about the Security Industry Specialists, Inc. 401(k) plan — and how to find and check your own account.
Security Industry Specialists, Inc. (EIN 95-4751935) reports SIS 401(K) PLAN on its most recent Form 5500, with $56.7M in plan assets across 2,525 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 Security Industry Specialists, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Security Industry Specialists, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEALTHSOURCE MANAGEMENT, DIVERSIFY ADVISORY SERVICES.
