SCHAEFFLER GROUP USA INC. 401(k) Plan
What public Form 5500 filings show about the SCHAEFFLER GROUP USA INC. 401(k) plan — and how to find and check your own account.
The SCHAEFFLER GROUP USA INC. 401(k) on its latest Form 5500
SCHAEFFLER GROUP USA INC. (EIN 57-0517596) reports SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN on its most recent Form 5500, with $800.1M in plan assets across 5,149 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 SCHAEFFLER GROUP USA INC. filing — schedules, fees, and providers.
Who runs the SCHAEFFLER GROUP USA 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SCHAEFFLER GROUP USA INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENT MANAGEMENT, DELTA DENTAL OF MISSOURI, AON CONSULTING, U S BANK NATIONAL ASSOCIATION.
How to check your SCHAEFFLER GROUP USA INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SCHAEFFLER GROUP USA 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).