Surplus Line Association of California 401(k) Plan

The Surplus Line Association of California 401(k) on its latest Form 5500

Surplus Line Association of California (EIN 94-0912095) reports SURPLUS LINE ASSOCIATION SAVINGS PLAN on its most recent Form 5500, with $19.2M in plan assets across 177 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 Surplus Line Association of California filing — schedules, fees, and providers.

Who runs the Surplus Line Association of California 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Surplus Line Association of California 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HOOD & STRONG LLP.

How to check your Surplus Line Association of California 401(k)

• Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
• Ask Surplus Line Association of California 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).