Scottrade, Inc. 401(k) Plan (terminated 2017): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2017, when $350.8 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Scottrade, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2017 filing.
Scottrade, Inc. 401(k) Plan Facts (plan year 2017)
Source: Form 5500 for plan year 2017 (Jan 1, 2017 – Dec 31, 2017), filed Jul 16, 2018. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2017
- $45.2 million went into the plan in contributions, $13.2 million of it from the employer (29%).
- $25.5 million was paid out to participants.
- Investment and other income added $45.3 million.
How the Scottrade, Inc. 401(k) changed, 2012–2017
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2012 | 3,507 | $150.9 million | $7.66 million | $7.98 million |
| 2013 | 3,786 | $193.6 million | $8.63 million | $13.5 million |
| 2014 | 3,933 | $225.3 million | $11.0 million | $18.8 million |
| 2015 | 4,201 | $242.4 million | $10.9 million | $20.9 million |
| 2016 | 4,364 | $286.2 million | $12.3 million | $22.2 million |
| 2017 (final) | 4,313 | $0 | $13.2 million | $25.5 million |
Scottrade, Inc. 401(k) Contact Information
Questions about the Scottrade, Inc. 401(k)
Is the Scottrade, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2017.
Does Scottrade, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2017 the employer contributed $13.2 million, 29% of all contributions.
Does the Scottrade, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Scottrade, Inc 401(k) plan?
4,313 participants at the start of plan year 2017.
Who manages the Scottrade, Inc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.