What public Form 5500 filings show about the System Analysts & Financial Experts, LLC 401(k) plan — and how to find and check your own account.
System Analysts & Financial Experts, LLC (EIN 92-1351377) reports SYSTEM ANALYSTS & FINANCIAL EXPERTS 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $6.8M in plan assets across 7 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 System Analysts & Financial Experts, LLC filing — schedules, fees, and providers.
System Analysts & Financial Experts, 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 System Analysts & Financial Experts, LLCHR for the recordkeeper’s name and login.
