What public Form 5500 filings show about the MUCH Shelist, P.C. 401(k) plan — and how to find and check your own account.
MUCH Shelist, P.C. (EIN 36-2757501) reports MUCH SHELIST PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $60.2M in plan assets across 159 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 MUCH Shelist, P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MUCH Shelist, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MESIROW FINANCIAL, STRATEGIC ADVISORS, CREATIVE PLANNING.
