What public Form 5500 filings show about the Success Academy Charter Schools 401(k) plan — and how to find and check your own account.
Success Academy Charter Schools (EIN 20-5298861) reports SUCCESS ACADEMY CHARTER SCHOOLS RETIREMENT PLAN on its most recent Form 5500, with $119.5M in plan assets across 3,205 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 Success Academy Charter Schools 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Success Academy Charter Schools 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): METROPOLITAN LIFE INSURANCE, BENEFIT RESOURCE, MATRIX ABSENCE MANAGEMENT.
