What public Form 5500 filings show about the Virtus Investment Partners, Inc. 401(k) plan — and how to find and check your own account.
Virtus Investment Partners, Inc. (EIN 95-4191764) reports VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $330.1M in plan assets across 750 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 Virtus Investment Partners, 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 Virtus Investment Partners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
