Schwegman Lundberg & Woessner, P.A. 401(k) Plan

The Schwegman Lundberg & Woessner, P.A. 401(k) on its latest Form 5500

Schwegman Lundberg & Woessner, P.A. (EIN 41-1765559) reports SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $121.5M in plan assets across 209 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 Schwegman Lundberg & Woessner, P.A. filing — schedules, fees, and providers.

Who runs the Schwegman Lundberg & Woessner, P.A. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schwegman Lundberg & Woessner, P.A. 401(k).

How to check your Schwegman Lundberg & Woessner, P.A. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask Schwegman Lundberg & Woessner, P.A. 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).