What public Form 5500 filings show about the Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k) plan — and how to find and check your own account.
Schmitt-Sussman Enterprises, Inc. DBA PFP Services (EIN 06-0895325) reports SCHMITT-SUSSMAN ENTERPRISES, INC. 401(K) PLAN on its most recent Form 5500, with $23.0M in plan assets across 208 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 Schmitt-Sussman Enterprises, Inc. DBA PFP Services 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 JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, CIGNA HEALTH AND LIFE INSURANCE COM, CERITY PARTNERS.
