SMART & FINAL LLC 401(k) Plan
What public Form 5500 filings show about the SMART & FINAL LLC 401(k) plan — and how to find and check your own account.
The SMART & FINAL LLC 401(k) on its latest Form 5500
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.
Who runs the SMART & FINAL LLC 401(k)?
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.
How to check your SMART & FINAL LLC 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask SMART & FINAL LLC 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).