What public Form 5500 filings show about the Servis One Inc. DBA BSI Financial Services, Inc. 401(k) plan — and how to find and check your own account.
Servis One Inc. DBA BSI Financial Services, Inc. (EIN 04-3800293) reports SERVIS ONE INC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.9M in plan assets across 266 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 Servis One Inc. DBA BSI 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 Servis One Inc. DBA BSI Financial Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EDWARD D JONES & CO, EMPOWER ADVISORY GROUP, DUNBAR BENDER & ZAPF.
