Fellers, Schewe, Scott & Roberts, Inc. 401(k) Plan

The Fellers, Schewe, Scott & Roberts, Inc. 401(k) on its latest Form 5500

Fellers, Schewe, Scott & Roberts, Inc. (EIN 58-1925466) reports FELLERS, SCHEWE, SCOTT & ROBERTS 401K PLAN on its most recent Form 5500, with $12.5M in plan assets across 17 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 Fellers, Schewe, Scott & Roberts, Inc. filing — schedules, fees, and providers.

Who runs the Fellers, Schewe, Scott & Roberts, Inc. 401(k)?

Fellers, Schewe, Scott & Roberts, Inc.’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 Fellers, Schewe, Scott & Roberts, Inc.HR for the recordkeeper’s name and login.

How to check your Fellers, Schewe, Scott & Roberts, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Fellers, Schewe, Scott & Roberts, 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).