What public Form 5500 filings show about the SUMO Group, Inc. 401(k) plan — and how to find and check your own account.
SUMO Group, Inc. (EIN 27-4152712) reports SUMO GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $5.0M in plan assets across 82 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 SUMO Group, 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 INSPERITY RETIREMENT SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMO Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ASSOCIATES.
