University of Saint Mary, Inc. 401(k) Plan

The University of Saint Mary, Inc. 401(k) on its latest Form 5500

University of Saint Mary, Inc. (EIN 48-0547846) reports UNIVERSITY OF SAINT MARY 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $14.2M in plan assets across 563 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 University of Saint Mary, Inc. filing — schedules, fees, and providers.

Who runs the University of Saint Mary, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your University of Saint Mary, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY, MFS FUNDS, AMERICAN FUNDS, COLUMBIA FUNDS, AMERICAN CENTURY INVESTMENT MANAGEM, PIMCO FUNDS.

How to check your University of Saint Mary, Inc. 401(k)

• Log in to Vanguard’s participant portal (the site on your statements).
• Ask University of Saint Mary, 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).