What public Form 5500 filings show about the Spath and SON Inc. 401(k) plan — and how to find and check your own account.
Spath and SON Inc. (EIN 11-3680422) reports SPATH & SON INC. 401K PLAN on its most recent Form 5500, with $659K in plan assets across 17 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 Spath and SON Inc. filing — schedules, fees, and providers.
Spath and SON Inc.’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 Spath and SON Inc.HR for the recordkeeper’s name and login.
