What public Form 5500 filings show about the S&ME, Inc. 401(k) plan — and how to find and check your own account.
S&ME, Inc. (EIN 56-0791580) reports S&ME, INC. 401(K) PLAN on its most recent Form 5500, with $117.9M in plan assets across 1,041 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 S&ME, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your S&ME, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, RPA FINANCIAL.
