THE SEGAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE SEGAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE SEGAL GROUP, INC. 401(k) on its latest Form 5500
THE SEGAL GROUP, INC. (EIN 06-0839113) reports THE SEGAL GROUP PROFIT SHARING PLAN on its most recent Form 5500, with $591.2M in plan assets across 1,129 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 THE SEGAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE SEGAL GROUP, 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 THE SEGAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, AMALGAMATED BANK, COHNREZNICK, NISA, ANN GINEO.
How to check your THE SEGAL GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask THE SEGAL GROUP, 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).