What public Form 5500 filings show about the Simple BUT Needed, Inc. 401(k) plan — and how to find and check your own account.
Simple BUT Needed, Inc. (EIN 65-1234986) reports SIMPLE BUT NEEDED 401(K) PLAN on its most recent Form 5500, with $202K in plan assets across 5 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 Simple BUT Needed, Inc. filing — schedules, fees, and providers.
Simple BUT Needed, Inc.’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 Simple BUT Needed, Inc.HR for the recordkeeper’s name and login.