What public Form 5500 filings show about the Schaeffler Group USA Inc. 401(k) plan — and how to find and check your own account.
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.
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.
