What public Form 5500 filings show about the Peggie B. Schultz, Inc. d/b/a 401(k) plan — and how to find and check your own account.
Peggie B. Schultz, Inc. d/b/a (EIN 59-2091663) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEGGIE B. SCHULTZ, INC. D/B/A O-GEE PAINT CO. on its most recent Form 5500, with $1.3M in plan assets across 9 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 Peggie B. Schultz, Inc. d/b/a filing — schedules, fees, and providers.
Peggie B. Schultz, Inc. d/b/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 Peggie B. Schultz, Inc. d/b/aHR for the recordkeeper’s name and login.