What public Form 5500 filings show about the Operation Smile, Inc. 401(k) plan — and how to find and check your own account.
Operation Smile, Inc. (EIN 54-1460147) reports OPERATION SMILE 401(K) PLAN 004 on its most recent Form 5500, with $23.3M in plan assets across 170 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 Operation Smile, Inc. filing — schedules, fees, and providers.
Operation Smile, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Operation Smile, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, CAPITAL GROUP RETIREMENT PLAN SERV, CHERRY BEKAERT LLP.
