What public Form 5500 filings show about the Southworth-Milton Inc. 401(k) plan — and how to find and check your own account.
Southworth-Milton Inc. (EIN 02-0258444) reports MILTON CAT 401(K) PLAN on its most recent Form 5500, with $156.8M in plan assets across 1,381 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 Southworth-Milton 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 Southworth-Milton Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, PRINCIPAL BANK.
