What public Form 5500 filings show about the Virtual Business Office Associates, Inc. 401(k) plan — and how to find and check your own account.
Virtual Business Office Associates, Inc. (EIN 20-3099659) reports VIRTUAL BUSINESS OFFICE ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $3.7M in plan assets across 729 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 Virtual Business Office Associates, 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 Virtual Business Office Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, BAUKNIGHT PIETRAS & STOR.