What public Form 5500 filings show about the State Street Corporation 401(k) plan — and how to find and check your own account.
State Street Corporation (EIN 04-2456637) reports STATE STREET SALARY SAVINGS PROGRAM on its most recent Form 5500, with $6.5B in plan assets across 11,992 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 State Street Corporation 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 State Street Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STATE STREET GLOBAL ADVISORS, STRATEGIC ADVISORS, ROPES AND GRAY LLP, ERNST & YOUNG LLP, ERNST & YOUNG US LLP, TOWERS WATSON INVESTMENT SERVICES.
