What public Form 5500 filings show about the Sanctus, LLC DBA Shift Digital 401(k) plan — and how to find and check your own account.
Sanctus, LLC DBA Shift Digital (EIN 36-4856116) reports SHIFT DIGITAL RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $31.9M in plan assets across 733 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 Sanctus, LLC DBA Shift Digital 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 Sanctus, LLC DBA Shift Digital 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY GLOBAL, GREAT LAKES PENSION ASSOCIATES.