What public Form 5500 filings show about the School Specialty, LLC 401(k) plan — and how to find and check your own account.
School Specialty, LLC (EIN 85-2162684) reports SCHOOL SPECIALTY 401(K) PLAN on its most recent Form 5500, with $99.0M in plan assets across 1,054 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 Specialty, LLC 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your School Specialty, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, BAKER TILLY VIRCHOW KRAUSE LLP.
