Sumitomo Mitsui Trust Bank (U.S.A.) Limited 401(k) Plan

The Sumitomo Mitsui Trust Bank (U.S.A.) Limited 401(k) on its latest Form 5500

Sumitomo Mitsui Trust Bank (U.S.A.) Limited (EIN 13-3382184) reports SMTBUSA 401(K) PLAN on its most recent Form 5500, with $122.0M in plan assets across 224 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 Sumitomo Mitsui Trust Bank (U.S.A.) Limited filing — schedules, fees, and providers.

Who runs the Sumitomo Mitsui Trust Bank (U.S.A.) Limited 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 Sumitomo Mitsui Trust Bank (U.S.A.) Limited 401(k).

How to check your Sumitomo Mitsui Trust Bank (U.S.A.) Limited 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Sumitomo Mitsui Trust Bank (U.S.A.) Limited 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).