Sullivan & McLaughlin Companies, Inc. 401(k) Plan

The Sullivan & McLaughlin Companies, Inc. 401(k) on its latest Form 5500

Sullivan & McLaughlin Companies, Inc. (EIN 04-2454131) reports SULLIVAN & MCLAUGHLIN COMPANIES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $23.9M in plan assets across 125 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 Sullivan & McLaughlin Companies, Inc. filing — schedules, fees, and providers.

Who runs the Sullivan & McLaughlin Companies, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sullivan & McLaughlin Companies, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS.

How to check your Sullivan & McLaughlin Companies, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Sullivan & McLaughlin Companies, 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).