What public Form 5500 filings show about the Success Mortgage Partners, Inc. 401(k) plan — and how to find and check your own account.
Success Mortgage Partners, Inc. (EIN 01-0759540) reports SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $10.7M in plan assets across 415 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.
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.
