What public Form 5500 filings show about the SRF Personnel, Inc. 401(k) plan — and how to find and check your own account.
SRF Personnel, Inc. (EIN 75-2231980) reports SRF PERSONNEL, INC. EMPLOYEES QUALIFIED INVESTMENT PLAN AND TRUST on its most recent Form 5500, with $5.5M in plan assets across 199 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 SRF Personnel, 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 SRF Personnel, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT, OPTUMRX, UMR, LIFETIME BENEFITS INSURANCE LLP.
