What public Form 5500 filings show about the SOR, Inc. 401(k) plan — and how to find and check your own account.
SOR, Inc. (EIN 48-0891679) reports SOR, INC. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $28.0M in plan assets across 197 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 SOR, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOR, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIME CAPITAL INVESTMENT ADVISORS, CREATIVE PLANNING.
