What public Form 5500 filings show about the Eldridge Wealth Solutions, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
