What public Form 5500 filings show about the SP Management Services, Inc. 401(k) plan — and how to find and check your own account.
SP Management Services, Inc. (EIN 62-1736048) reports SURGERY PARTNERS 401(K) PLAN on its most recent Form 5500, with $413.6M in plan assets across 10,664 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 SP Management Services, 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 SP Management Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ADP, CORRELL, LBMC PC, GALLAGHER FIDUCIARY ADVISORS.
