What public Form 5500 filings show about the Bill Smith Group, Inc. 401(k) plan — and how to find and check your own account.
Bill Smith Group, Inc. (EIN 13-3470713) reports BILL SMITH GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $2.7M in plan assets across 11 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 Bill Smith Group, Inc. filing — schedules, fees, and providers.
Bill Smith Group, Inc.’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 Bill Smith Group, Inc.HR for the recordkeeper’s name and login.
