SUCCESS MORTGAGE PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the SUCCESS MORTGAGE PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The SUCCESS MORTGAGE PARTNERS, INC. 401(k) on its latest Form 5500
SUCCESS MORTGAGE PARTNERS, INC. (EIN 01-0759540) reports SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $9.1M in plan assets across 411 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 MORTGAGE PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the SUCCESS MORTGAGE PARTNERS, INC. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUCCESS MORTGAGE PARTNERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, PRINCIPAL SECURITIES.
How to check your SUCCESS MORTGAGE PARTNERS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask SUCCESS MORTGAGE PARTNERS, INC. 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).