What public Form 5500 filings show about the Samaritan Ministries International 401(k) plan — and how to find and check your own account.
Samaritan Ministries International (EIN 37-1295601) reports SAMARITAN MINISTRIES PLANNING FOR FUTURE SUCCESS 401(K) on its most recent Form 5500, with $11.9M in plan assets across 383 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 Samaritan Ministries International 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Samaritan Ministries International 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DAVID VAUGHAN INVESTMENTS, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO.