What public Form 5500 filings show about the Smith Schafer & Associates, Ltd. 401(k) plan — and how to find and check your own account.
Smith Schafer & Associates, Ltd. (EIN 41-1489071) reports SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST on its most recent Form 5500, with $30.1M in plan assets across 110 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 Smith Schafer & Associates, Ltd. 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 Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Smith Schafer & Associates, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARINER.
