SUFFOLK CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the SUFFOLK CREDIT UNION 401(k) plan — and how to find and check your own account.
The SUFFOLK CREDIT UNION 401(k) on its latest Form 5500
SUFFOLK CREDIT UNION (EIN 11-2200411) reports SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $16.0M in plan assets across 175 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 SUFFOLK CREDIT UNION filing — schedules, fees, and providers.
Who runs the SUFFOLK CREDIT UNION 401(k)?
SUFFOLK CREDIT UNION’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 SUFFOLK CREDIT UNIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL PENSION ADVISORS, SENTINEL BENEFITS GROUP, CHARLES SCHWAB TRUST BANK.
How to check your SUFFOLK CREDIT UNION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUFFOLK CREDIT UNION 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).