What public Form 5500 filings show about the Society for Human Resource Management 401(k) plan — and how to find and check your own account.
Society for Human Resource Management (EIN 34-0948453) reports SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $107.3M in plan assets across 414 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 Society for Human Resource Management 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Society for Human Resource Management 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, SCHWAB RETIREMENT PLAN SERVICES, STRATEGIC ADVISORS, MORGAN STANLEY SMITH BARNEY.
