What public Form 5500 filings show about the Susan B. Anthony LIST 401(k) plan — and how to find and check your own account.
Susan B. Anthony LIST (EIN 54-1850126) reports SUSAN B. ANTHONY LIST 401(K) PLAN on its most recent Form 5500, with $4.9M in plan assets across 111 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 Susan B. Anthony LIST filing — schedules, fees, and providers.
Susan B. Anthony LIST’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 Susan B. Anthony LISTHR for the recordkeeper’s name and login.