What public Form 5500 filings show about the Spencer Industries, Inc. 401(k) plan — and how to find and check your own account.
Spencer Industries, Inc. (EIN 35-1504846) reports SPENCER INDUSTRIES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $21.0M in plan assets across 209 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 Spencer Industries, 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 SENTRY LIFE INSURANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Spencer Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASHTON JARRETT DAVIES.
