ELDRIDGE WEALTH SOLUTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the ELDRIDGE WEALTH SOLUTIONS, INC. 401(k) plan — and how to find and check your own account.
The ELDRIDGE WEALTH SOLUTIONS, INC. 401(k) on its latest Form 5500
ELDRIDGE WEALTH SOLUTIONS, INC. (EIN 48-1202239) reports SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $389.2M in plan assets across 1,664 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 ELDRIDGE WEALTH SOLUTIONS, INC. filing — schedules, fees, and providers.
Who runs the ELDRIDGE WEALTH SOLUTIONS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is SECURITY BENEFIT LIFE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ELDRIDGE WEALTH SOLUTIONS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MODERN HEALTH ARIZONA P L L C, COMPSYCH, WEX, LOCKTON COMPANIES, MORGAN STANLEY & CO, UNITED HEALTHCARE SERVICES.
How to check your ELDRIDGE WEALTH SOLUTIONS, INC. 401(k)
- Log in to SECURITY BENEFIT LIFE’s participant portal (the site on your statements).
- Ask ELDRIDGE WEALTH SOLUTIONS, INC. 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).