What public Form 5500 filings show about the Mental Health Services of Erie 401(k) plan — and how to find and check your own account.
Mental Health Services of Erie (EIN 16-1019944) reports SPECTRUM HEALTH AND HUMAN SERVICES RETIREMENT TRUST on its most recent Form 5500, with $14.8M in plan assets across 329 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 Mental Health Services of Erie 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Mental Health Services of Erie 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.
