What public Form 5500 filings show about the SMB Group 401(k) plan — and how to find and check your own account.
SMB Group (EIN 30-0838705) reports SMB GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $87K in plan assets across 15 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 SMB Group filing — schedules, fees, and providers.
SMB Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SMB GroupHR for the recordkeeper’s name and login.
