SSI (U.S.) Inc. DBA Spencer Stuart 401(k) Plan

The SSI (U.S.) Inc. DBA Spencer Stuart 401(k) on its latest Form 5500

SSI (U.S.) Inc. DBA Spencer Stuart (EIN 36-3538416) reports SPENCER STUART RETIREMENT BENEFITS PLAN on its most recent Form 5500, with $568.4M in plan assets across 1,046 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 SSI (U.S.) Inc. DBA Spencer Stuart filing — schedules, fees, and providers.

Who runs the SSI (U.S.) Inc. DBA Spencer Stuart 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SSI (U.S.) Inc. DBA Spencer Stuart 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BURTON ENRIGHT WELCH, BUCKINGHAM STRATEGIC WEALTH LL, PEKIN HARDY STRAUSS, CHARLES SCHWAB & CO, CERITY PARTNERS.

How to check your SSI (U.S.) Inc. DBA Spencer Stuart 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask SSI (U.S.) Inc. DBA Spencer Stuart 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).