SAZERAC COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the SAZERAC COMPANY, INC. 401(k) plan — and how to find and check your own account.
The SAZERAC COMPANY, INC. 401(k) on its latest Form 5500
SAZERAC COMPANY, INC. (EIN 72-0310180) reports SAZERAC COMPANY, INC. 401(K) PLAN on its most recent Form 5500, with $269.4M in plan assets across 4,670 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 SAZERAC COMPANY, INC. filing — schedules, fees, and providers.
Who runs the SAZERAC COMPANY, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SAZERAC COMPANY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, CROWE LLP, MID ATLANTIC CAPITAL, NATIONAL FINANCIAL SERVICES.
How to check your SAZERAC COMPANY, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask SAZERAC COMPANY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).