What public Form 5500 filings show about the Specialty Management, Inc. 401(k) plan — and how to find and check your own account.
Specialty Management, Inc. (EIN 20-1332539) reports SPECIALTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.8M in plan assets across 165 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 Specialty Management, 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 Specialty Management, Inc. 401(k).
