What public Form 5500 filings show about the Smart Source, LLC 401(k) plan — and how to find and check your own account.
Smart Source, LLC (EIN 54-2104343) reports SMART SOURCE 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $10.9M in plan assets across 255 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 Source, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Smart Source, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE CO, MORNINGSTAR INVESTMENT MANAGEMENT L, WELLS FARGO ADVISORS FIN NETWORK.
