LEE SHETTLE, D.O., P.A. 401(k) Plan
What public Form 5500 filings show about the LEE SHETTLE, D.O., P.A. 401(k) plan — and how to find and check your own account.
The LEE SHETTLE, D.O., P.A. 401(k) on its latest Form 5500
LEE SHETTLE, D.O., P.A. (EIN 27-4499519) reports LEE SHETTLE 401(K) PLAN on its most recent Form 5500, with $186K in plan assets across 8 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 LEE SHETTLE, D.O., P.A. filing — schedules, fees, and providers.
Who runs the LEE SHETTLE, D.O., P.A. 401(k)?
LEE SHETTLE, D.O., P.A.’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 LEE SHETTLE, D.O., P.A.HR for the recordkeeper’s name and login.
How to check your LEE SHETTLE, D.O., P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LEE SHETTLE, D.O., P.A. 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).