What public Form 5500 filings show about the Howard Sheppard, LLC 401(k) plan — and how to find and check your own account.
Howard Sheppard, LLC (EIN 88-4056071) reports HOWARD SHEPPARD, LLC 401(K) PLAN on its most recent Form 5500, with $10.5M in plan assets across 518 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 Howard Sheppard, LLC filing — schedules, fees, and providers.
Howard Sheppard, LLC’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 Howard Sheppard, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROCKEFELLER CAPITAL MANAGEMENT, SENTINEL BENEFITS GROUP.
