What public Form 5500 filings show about the Software Engineering Professionals, Inc. 401(k) plan — and how to find and check your own account.
Software Engineering Professionals, Inc. (EIN 35-1740069) reports SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $35.6M in plan assets across 158 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 Software Engineering Professionals, Inc. 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 USI CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Software Engineering Professionals, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK.
