What public Form 5500 filings show about the Source Management Investments, LLC DBA SMI / BEAU MAC 401(k) plan — and how to find and check your own account.
Source Management Investments, LLC DBA SMI / BEAU MAC (EIN 92-0198475) reports SMI / BEAU MAC 401(K) PLAN on its most recent Form 5500, with $831K in plan assets across 6 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 Source Management Investments, LLC DBA SMI / BEAU MAC filing — schedules, fees, and providers.
Source Management Investments, LLC DBA SMI / BEAU MAC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Source Management Investments, LLC DBA SMI / BEAU MACHR for the recordkeeper’s name and login.
