SPECIAL TREE, LTD. 401(k) Plan
What public Form 5500 filings show about the SPECIAL TREE, LTD. 401(k) plan — and how to find and check your own account.
The SPECIAL TREE, LTD. 401(k) on its latest Form 5500
SPECIAL TREE, LTD. (EIN 38-2702063) reports SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN on its most recent Form 5500, with $20.3M in plan assets across 774 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 SPECIAL TREE, LTD. filing — schedules, fees, and providers.
Who runs the SPECIAL TREE, LTD. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SPECIAL TREE, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, PLANTE MORAN.
How to check your SPECIAL TREE, LTD. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SPECIAL TREE, LTD. 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).