SYSTEMS PLANNING AND ANALYSIS, INC. 401(k) Plan
What public Form 5500 filings show about the SYSTEMS PLANNING AND ANALYSIS, INC. 401(k) plan — and how to find and check your own account.
The SYSTEMS PLANNING AND ANALYSIS, INC. 401(k) on its latest Form 5500
SYSTEMS PLANNING AND ANALYSIS, INC. (EIN 52-0956951) reports SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $428.3M in plan assets across 2,052 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 SYSTEMS PLANNING AND ANALYSIS, INC. filing — schedules, fees, and providers.
Who runs the SYSTEMS PLANNING AND ANALYSIS, INC. 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 SYSTEMS PLANNING AND ANALYSIS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, CREATIVE PLANNING LEGAL P A, CAPTRUST, APRIO LLP, CREATIVE PLANNING RETIREMENT SERV.
How to check your SYSTEMS PLANNING AND ANALYSIS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SYSTEMS PLANNING AND ANALYSIS, INC. 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).