SQUARE ONE STRATEGY GROUP, LLC 401(k) Plan
What public Form 5500 filings show about the SQUARE ONE STRATEGY GROUP, LLC 401(k) plan — and how to find and check your own account.
The SQUARE ONE STRATEGY GROUP, LLC 401(k) on its latest Form 5500
SQUARE ONE STRATEGY GROUP, LLC (EIN 86-2312701) reports SQUARE ONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $50K in plan assets across 81 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 STRATEGY GROUP, LLC filing — schedules, fees, and providers.
Who runs the SQUARE ONE STRATEGY GROUP, LLC 401(k)?
SQUARE ONE STRATEGY GROUP, LLC’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 STRATEGY GROUP, LLCHR for the recordkeeper’s name and login.
How to check your SQUARE ONE STRATEGY GROUP, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SQUARE ONE STRATEGY GROUP, LLC 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).