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Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's
Plan Compliance Services, Inc., Clearwater FL. Employer ID 593708427, plan number 030. Annual reports on file for 2023 to 2024.
Where the money went
Plans that moved money into this one:
- 2023: money from Crenlo Retirement Savings Plan moved in.
- 2023: money from Data Clean Corporation 401(k) Plan moved in.
- 2024: money from Primus 401(k) Plan moved in.
- 2024: money from Agile Occupational Medicine 401(k) Plan moved in.
- 2025: money from Acieta Retirement Plan moved in.
- 2025: money from Leapfrog Brands, LLC 401(k) Profit Sharing Plan moved in.
- 2025: money from Occasionally Made, LLC 401(k) Profit Sharing Plan moved in.
- 2026: money from Nek 401 (k) Plan moved in.
- Filed 2023-2024Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's, Plan Compliance Services, Inc.
- TodayRisk Strategies Pooled Employer Plan for Private Equity Portfolio Co's still files. Empower Annuity Insurance Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.