What public Form 5500 filings show about the Smart & Final LLC 401(k) plan — and how to find and check your own account.
Smart & Final LLC (EIN 95-4079584) reports SMART & FINAL 401(K) SAVINGS PLAN on its most recent Form 5500, with $386.5M in plan assets across 9,837 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 Smart & Final LLC 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Smart & Final LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BAKER TILLY US LLP, COVE STREET CAPITAL, METROPOLITAN WEST ASSET MGMT, CURCIO WEBB, BENEFIT FINANCIAL SERVICES GROUP, BLACKROCK INVESTMENT MANAGEMENT.
