What public Form 5500 filings show about the SB Investment Advisers (US) Inc. 401(k) plan — and how to find and check your own account.
SB Investment Advisers (US) Inc. (EIN 81-4760418) reports SB US 401(K) PLAN on its most recent Form 5500, with $132.9M in plan assets across 746 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 SB Investment Advisers (US) 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 SB Investment Advisers (US) Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HOLTHOUSE CARLIN & VAN TRIGT LLP, CBIZ BENEFITS & INS SERVICES, EMPOWER ADVISORY GROUP, WORLD INVESTMENT ADVISORS.
