ZIMMERMAN ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the ZIMMERMAN ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The ZIMMERMAN ASSOCIATES, INC. 401(k) on its latest Form 5500
ZIMMERMAN ASSOCIATES, INC. (EIN 62-0995602) reports ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $35.1M in plan assets across 430 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 ZIMMERMAN ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the ZIMMERMAN ASSOCIATES, 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 ZIMMERMAN ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): APRIO LLP, MORGAN STANLEY SMITH BARNEY.
How to check your ZIMMERMAN ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ZIMMERMAN ASSOCIATES, 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).