What public Form 5500 filings show about the Universal Field Services, Inc. 401(k) plan — and how to find and check your own account.
Universal Field Services, Inc. (EIN 73-0676799) reports 401(K) SAVINGS PLAN AND TRUST OF UNIVERSAL FIELD SERVICES, INC. on its most recent Form 5500, with $19.5M in plan assets across 305 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 Universal Field Services, 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Universal Field Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI CONSULTING GROUP.