What public Form 5500 filings show about the Farrell, Geenty, Sheeley, Boccalatte & Guarino, P.C. 401(k) plan — and how to find and check your own account.
Farrell, Geenty, Sheeley, Boccalatte & Guarino, P.C. (EIN 06-1090706) reports FARRELL, GEENTY, SHEELEY, BOCCALATTE & GUARINO, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.0M in plan assets across 9 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 Farrell, Geenty, Sheeley, Boccalatte & Guarino, P.C. filing — schedules, fees, and providers.
Farrell, Geenty, Sheeley, Boccalatte & Guarino, P.C.’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 Farrell, Geenty, Sheeley, Boccalatte & Guarino, P.C.HR for the recordkeeper’s name and login.
