What public Form 5500 filings show about the United Audit Systems Inc. 401(k) plan — and how to find and check your own account.
United Audit Systems Inc. (EIN 31-1166780) reports UNITED AUDIT SYSTEMS,INC. SAVINGS & INVESTMENT PLAN on its most recent Form 5500, with $25.6M in plan assets across 466 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 United Audit 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Audit Systems Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN HANCOCK LIFE INSURANCE, AVANTAX INSURANCE AGENCY, AVANTAX INVESTMENT SERVICES, BURKE & SCHINDLER PLL, WILSHIRE ADVISORS.