401KInABox

Census Request

Financial Advisor

First Name

Last Name

Phone Number

Company

Company Name

Employer Identification Number (EIN)

Entity Type

Address

Mailing Address line 1

Mailing Address line 2

City

State

Zip

Phone Number

Trustee

First Name

Last Name

Employee Info

First Name

Last Name

Details

Additional Information

Are there any companies or businesses that are considered a related employer to your company? See definition.

Related Employers: Unless you tell us otherwise, 401kinabox will assume your company has no "related employers" that have employees. The law defines several different scenarios that create "related employers": (1) significant common ownership in more than one company (through marriage or otherwise), (2) service organizations that are regularly associated with each other in serving the same clients, (3) management organizations and (4) an organization that performs services for another organization with some level of related ownership. Related employers are often created through acquisitions. If you have a concern about whether your business may be related to another company, please feel free to contact us.

Yes

Please enter any additional notes about your company here