What public Form 5500 filings show about the Microsoft Corporation 401(k) plan — and how to find and check your own account.
Microsoft Corporation (EIN 91-1144442) reports MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN on its most recent Form 5500, with $65.6B in plan assets across 123,878 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 Microsoft Corporation 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Microsoft Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SILVERCREST ASSET MANAGEMENT GROUP, ARIEL INVESTMENTS, PIMCO, ARTISAN PARTNERS PARTNERSHI, STRATEGIC ADVISORS, RUSSELL INVESTMENTS.
