Shortlist Digital, Inc. DBA Shortlist Mgmt 401(k) Plan

The Shortlist Digital, Inc. DBA Shortlist Mgmt 401(k) on its latest Form 5500

Shortlist Digital, Inc. DBA Shortlist Mgmt (EIN 27-1252733) reports SHORTLIST MGMT RETIREMENT PLAN on its most recent Form 5500, with $966K in plan assets across 3 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 Shortlist Digital, Inc. DBA Shortlist Mgmt filing — schedules, fees, and providers.

Who runs the Shortlist Digital, Inc. DBA Shortlist Mgmt 401(k)?

Shortlist Digital, Inc. DBA Shortlist Mgmt’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 Shortlist Digital, Inc. DBA Shortlist MgmtHR for the recordkeeper’s name and login.

How to check your Shortlist Digital, Inc. DBA Shortlist Mgmt 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Shortlist Digital, Inc. DBA Shortlist Mgmt 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).