What public Form 5500 filings show about the Simpson Gumpertz & Heger Inc. 401(k) plan — and how to find and check your own account.
Simpson Gumpertz & Heger Inc. (EIN 04-2256923) reports SGH PROFIT SHARING & 401(K) PLAN AND TRUST on its most recent Form 5500, with $464.1M in plan assets across 765 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 Simpson Gumpertz & Heger 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simpson Gumpertz & Heger Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, PARKER BROWN MACAULAY & SHEERIN PC, GLOBAL RETIREMENT PARTNERS, SIGNATURE ESTATE & INVESTMENT.
