What public Form 5500 filings show about the Square One, Inc. 401(k) plan — and how to find and check your own account.
Square One, Inc. (EIN 22-3519119) reports SQUARE ONE, INC. 401(K) PLAN on its most recent Form 5500, with $2.4M in plan assets across 66 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 Square One, Inc. filing — schedules, fees, and providers.
Square One, 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 Square One, Inc.HR for the recordkeeper’s name and login.
