What public Form 5500 filings show about the Simmons Perrine Moyer Bergman PLC 401(k) plan — and how to find and check your own account.
Simmons Perrine Moyer Bergman PLC (EIN 42-0665669) reports SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $56.8M in plan assets across 117 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 Simmons Perrine Moyer Bergman PLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simmons Perrine Moyer Bergman PLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, STEELE CAPITAL MANAGEMENT, CHARLES SCHWAB & CO.
