What public Form 5500 filings show about the Samuel, SON & Co. (USA), Inc. 401(k) plan — and how to find and check your own account.
Samuel, SON & Co. (USA), Inc. (EIN 06-1251791) reports SAMUEL, SON & CO. (USA), INC. 401(K) PLAN on its most recent Form 5500, with $204.5M in plan assets across 3,025 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 Samuel, SON & Co. (USA), 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Samuel, SON & Co. (USA), Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, MERCER US MERCER INVESTMENTS, MERCER INVESTMENTS.
