SPECIALIZED ALTERNATIVES 401(k) Plan
What public Form 5500 filings show about the SPECIALIZED ALTERNATIVES 401(k) plan — and how to find and check your own account.
The SPECIALIZED ALTERNATIVES 401(k) on its latest Form 5500
SPECIALIZED ALTERNATIVES (EIN 34-1600251) reports EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES on its most recent Form 5500, with $21.0M in plan assets across 446 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 SPECIALIZED ALTERNATIVES filing — schedules, fees, and providers.
Who runs the SPECIALIZED ALTERNATIVES 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SPECIALIZED ALTERNATIVES 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EVERHART FINANCIAL GROUP.
How to check your SPECIALIZED ALTERNATIVES 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask SPECIALIZED ALTERNATIVES 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).