EXCEPTIONAL PERSONS, INC. 401(k) Plan
What public Form 5500 filings show about the EXCEPTIONAL PERSONS, INC. 401(k) plan — and how to find and check your own account.
The EXCEPTIONAL PERSONS, INC. 401(k) on its latest Form 5500
EXCEPTIONAL PERSONS, INC. (EIN 42-0794846) reports RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. on its most recent Form 5500, with $17.1M in plan assets across 232 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 EXCEPTIONAL PERSONS, INC. filing — schedules, fees, and providers.
Who runs the EXCEPTIONAL PERSONS, 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EXCEPTIONAL PERSONS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL.
How to check your EXCEPTIONAL PERSONS, INC. 401(k)
- Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
- Ask EXCEPTIONAL PERSONS, 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).