SMOOTHIE KING FRANCHISES, INC. 401(k) Plan
What public Form 5500 filings show about the SMOOTHIE KING FRANCHISES, INC. 401(k) plan — and how to find and check your own account.
The SMOOTHIE KING FRANCHISES, INC. 401(k) on its latest Form 5500
SMOOTHIE KING FRANCHISES, INC. (EIN 72-1119008) reports SMOOTHIE KING 401(K) PLAN & TRUST on its most recent Form 5500, with $11.8M in plan assets across 399 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 SMOOTHIE KING FRANCHISES, INC. filing — schedules, fees, and providers.
Who runs the SMOOTHIE KING FRANCHISES, 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 SMOOTHIE KING FRANCHISES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.
How to check your SMOOTHIE KING FRANCHISES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SMOOTHIE KING FRANCHISES, 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).