Foster, Swift, Collins & Smith, P.C. 401(k) Plan

The Foster, Swift, Collins & Smith, P.C. 401(k) on its latest Form 5500

Foster, Swift, Collins & Smith, P.C. (EIN 38-1904703) reports FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN on its most recent Form 5500, with $82.7M in plan assets across 203 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 Foster, Swift, Collins & Smith, P.C. filing — schedules, fees, and providers.

Who runs the Foster, Swift, Collins & Smith, P.C. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Foster, Swift, Collins & Smith, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNUM LIFE INSURANCE OF AMER.

How to check your Foster, Swift, Collins & Smith, P.C. 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask Foster, Swift, Collins & Smith, P.C. 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).