What public Form 5500 filings show about the Venture Advisors Financial and Strategic Service 401(k) plan — and how to find and check your own account.
Venture Advisors Financial and Strategic Service (EIN 27-1577081) reports VENTURE ADVISORS 401(K) PLAN on its most recent Form 5500, with $337K in plan assets across 1 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 Venture Advisors Financial and Strategic Service filing — schedules, fees, and providers.
Venture Advisors Financial and Strategic Service’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Venture Advisors Financial and Strategic ServiceHR for the recordkeeper’s name and login.
