STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k) Plan
What public Form 5500 filings show about the STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k) plan — and how to find and check your own account.
The STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k) on its latest Form 5500
STRATEGIC FUNDING SOURCE INC. DBA KAPITUS (EIN 01-0855279) reports STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $16.4M in plan assets across 319 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 STRATEGIC FUNDING SOURCE INC. DBA KAPITUS filing — schedules, fees, and providers.
Who runs the STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k)?
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 STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, KEY CLIENT FIDUCIARY ADVISORS, ALLIANT RETIREMENT SERVICES.
How to check your STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask STRATEGIC FUNDING SOURCE INC. DBA KAPITUS 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).