SENIOR MANAGEMENT ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the SENIOR MANAGEMENT ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The SENIOR MANAGEMENT ADVISORS, INC. 401(k) on its latest Form 5500
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.
Who runs the SENIOR MANAGEMENT ADVISORS, 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 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, WILSHIRE ASSOCIATES, PRUDENTIAL INSURANCE AGENCY, S B H U LIFE AGENCY, WILSHIRE ADVISORS.
How to check your SENIOR MANAGEMENT ADVISORS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask SENIOR MANAGEMENT ADVISORS, 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).