SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 401(k) Plan
What public Form 5500 filings show about the SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 401(k) plan — and how to find and check your own account.
The SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 401(k) on its latest Form 5500
SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) (EIN 54-1156453) reports SURA/JEFFERSON SCIENCE ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $324.0M in plan assets across 1,103 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 SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) filing — schedules, fees, and providers.
Who runs the SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 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 TIAA, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS.
How to check your SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 401(k)
- Log in to TIAA’s participant portal (the site on your statements).
- Ask SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) 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).