What public Form 5500 filings show about the School Management Services, LLC 401(k) plan — and how to find and check your own account.
School Management Services, LLC (EIN 56-2545979) reports SCHOOL MANAGEMENT SERVICES RETIREMENT PLAN on its most recent Form 5500, with $2.5M in plan assets across 39 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 School Management Services, LLC filing — schedules, fees, and providers.
School Management Services, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask School Management Services, LLCHR for the recordkeeper’s name and login.
