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.
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.
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): CAPTRUST, CREATIVE PLANNING LEGAL P A, STRATEGIC ADVISORS, APRIO LLP, CREATIVE PLANNING RETIREMENT SERV.
