SMARTSHEET INC. 401(k) Plan
What public Form 5500 filings show about the SMARTSHEET INC. 401(k) plan — and how to find and check your own account.
The SMARTSHEET INC. 401(k) on its latest Form 5500
SMARTSHEET INC. (EIN 20-2954357) reports SMARTSHEET INC. 401(K) P/S PLAN on its most recent Form 5500, with $273.8M in plan assets across 2,431 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 SMARTSHEET INC. filing — schedules, fees, and providers.
Who runs the SMARTSHEET INC. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SMARTSHEET INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your SMARTSHEET INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SMARTSHEET INC. 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).