SUE ADLER TEAM 401(k) Plan
What public Form 5500 filings show about the SUE ADLER TEAM 401(k) plan — and how to find and check your own account.
The SUE ADLER TEAM 401(k) on its latest Form 5500
SUE ADLER TEAM (EIN 90-1010907) reports SUE ADLER TEAM RETIREMENT PLAN on its most recent Form 5500, with $2.1M in plan assets across 13 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 SUE ADLER TEAM filing — schedules, fees, and providers.
Who runs the SUE ADLER TEAM 401(k)?
SUE ADLER TEAM’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SUE ADLER TEAMHR for the recordkeeper’s name and login.
How to check your SUE ADLER TEAM 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUE ADLER TEAM 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).