What public Form 5500 filings show about the Pelton Shepherd Industries 401(k) plan — and how to find and check your own account.
Pelton Shepherd Industries (EIN 94-1551414) reports PELTON SHEPHERD INDUSTRIES 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.1M in plan assets across 152 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 Pelton Shepherd Industries 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pelton Shepherd Industries 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PAYCHEX.
