What public Form 5500 filings show about the Trace Systems Inc. 401(k) plan — and how to find and check your own account.
Trace Systems Inc. (EIN 22-3684941) reports TRACE SYSTEMS INC. 401(K) PLAN on its most recent Form 5500, with $35.0M in plan assets across 387 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 Trace Systems 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 Trace Systems Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, MID ATLANTIC FINANCIAL MANAGEMENT.
