What public Form 5500 filings show about the Buckles-Smith Electric Co. 401(k) plan — and how to find and check your own account.
Buckles-Smith Electric Co. (EIN 94-1460248) reports BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $20.3M in plan assets across 138 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 Buckles-Smith Electric Co. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Buckles-Smith Electric Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH LIFE AGENCY.
