What public Form 5500 filings show about the Senior Management Advisors, Inc. 401(k) plan — and how to find and check your own account.
Senior Management Advisors, Inc. (EIN 59-3760379) reports SMA MULTIPLE-EMPLOYER RETIREMENT PLAN on its most recent Form 5500, with $11.6M in plan assets across 1,353 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 Senior Management Advisors, Inc. 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 Senior Management Advisors, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JANET A PANEBIANCO, PRUDENTIAL INSURANCE AGENCY, WILSHIRE ASSOCIATES, S B H U LIFE AGENCY, WILSHIRE ADVISORS.
