Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. 401(k) Plan
What public Form 5500 filings show about the Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. 401(k) plan — and how to find and check your own account.
The Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. 401(k) on its latest Form 5500
Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. (EIN 59-3004298) reports SSA 401(K) PLAN on its most recent Form 5500, with $471K in plan assets across 10 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 Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. filing — schedules, fees, and providers.
Who runs the Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. 401(k)?
Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc.’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 Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc.HR for the recordkeeper’s name and login.
How to check your Schwartz, Schwartz and Associates, Inc. d/b/a SSA, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Schwartz, Schwartz and Associates, Inc. d/b/a SSA, 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).