What public Form 5500 filings show about the Ungerboeck Systems International, Inc. 401(k) plan — and how to find and check your own account.
Ungerboeck Systems International, Inc. (EIN 43-1372405) reports UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $42.6M in plan assets across 241 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 Ungerboeck Systems International, 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 Ungerboeck Systems International, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HAYS COMPANIES, STRATEGIC ADVISORS, WEALTH MANAGEMENT SYSTEMS.
