What public Form 5500 filings show about the Worksmart Systems, Inc. 401(k) plan — and how to find and check your own account.
Worksmart Systems, Inc. (EIN 35-2060071) reports WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $327.7M in plan assets across 6,062 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 Worksmart 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Worksmart Systems, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELTA DENTAL OF INDIANA, MILLIMAN, ANTHEM INSURANCE COMPANIES, WHARTON INSURANCE & FINANCIAL SERV, AETNA BEHAVIORAL HEALTH, HEALTH AND HUMAN RESOURCE CENTER.
