What public Form 5500 filings show about the Strategic Technology Institute, Inc. 401(k) plan — and how to find and check your own account.
Strategic Technology Institute, Inc. (EIN 52-1449891) reports STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN on its most recent Form 5500, with $15.0M in plan assets across 863 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 Strategic Technology Institute, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Strategic Technology Institute, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, RETIREMENT ADVANTAGE.
