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.
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.
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.
