What public Form 5500 filings show about the NEEL-Schaffer Engineers & Planners, Inc. 401(k) plan — and how to find and check your own account.
NEEL-Schaffer Engineers & Planners, Inc. (EIN 64-0875634) reports NEEL-SCHAFFER ENGINEERS AND PLANNERS, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $96.2M in plan assets across 603 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 NEEL-Schaffer Engineers & Planners, Inc. 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 NEEL-Schaffer Engineers & Planners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, RSC INSURANCE BROKERAGE, BALLEW ADVISORS.
