What public Form 5500 filings show about the Lee Sullivan SHEA & Smith LLP 401(k) plan — and how to find and check your own account.
Lee Sullivan SHEA & Smith LLP (EIN 47-2637935) reports LEE SULLIVAN SHEA & SMITH LLP 401(K) PLAN on its most recent Form 5500, with $7.2M in plan assets across 18 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 Sullivan SHEA & Smith LLP filing — schedules, fees, and providers.
Lee Sullivan SHEA & Smith LLP’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 Sullivan SHEA & Smith LLPHR for the recordkeeper’s name and login.
