THE NASSAU FINANCIAL GROUP 401(k) Plan
What public Form 5500 filings show about the THE NASSAU FINANCIAL GROUP 401(k) plan — and how to find and check your own account.
The THE NASSAU FINANCIAL GROUP 401(k) on its latest Form 5500
THE NASSAU FINANCIAL GROUP (EIN 06-1599088) reports THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $228.7M in plan assets across 554 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 THE NASSAU FINANCIAL GROUP filing — schedules, fees, and providers.
Who runs the THE NASSAU FINANCIAL GROUP 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 THE NASSAU FINANCIAL GROUP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, ALIGHT SOLUTIONS, EAGLE POINT, OCTOBER THREE, STRATEGIC ADVISORS, CAPITAL STRATEGIES.
How to check your THE NASSAU FINANCIAL GROUP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask THE NASSAU FINANCIAL GROUP 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).