Your Financial Services Source, 401(k) Plan

The Your Financial Services Source, 401(k) on its latest Form 5500

Your Financial Services Source, (EIN 20-8678452) reports YOUR FINANCIAL SERVICES SOURCE, LLC 401(K) PLAN on its most recent Form 5500, with $120K in plan assets across 6 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 Your Financial Services Source, filing — schedules, fees, and providers.

Who runs the Your Financial Services Source, 401(k)?

Your Financial Services Source,’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 Your Financial Services Source,HR for the recordkeeper’s name and login.

How to check your Your Financial Services Source, 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Your Financial Services Source, HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).