SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. 401(k) Plan
What public Form 5500 filings show about the SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. 401(k) plan — and how to find and check your own account.
The SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. 401(k) on its latest Form 5500
SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. (EIN 47-1568101) reports SCHRAAD & ASSOCIATES SALES/MARKETING, INC. 401(K) PLAN on its most recent Form 5500, with $11.8M in plan assets across 164 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 SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. filing — schedules, fees, and providers.
Who runs the SCHRAAD & ASSOCIATES-SALES/MARKETING, 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 CAPITAL BANK AND TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CADENT CAPITAL, CAPSTONE RETIREMENT SERVCIES, FINLEY & COOK CPA S.
How to check your SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. 401(k)
- Log in to CAPITAL BANK AND TRUST’s participant portal (the site on your statements).
- Ask SCHRAAD & ASSOCIATES-SALES/MARKETING, 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).