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SCHEAR FINANCIAL SERVICES, LLC 401(k) Plan

What public Form 5500 filings show about the SCHEAR FINANCIAL SERVICES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$4.1M
Participants
55
Plans on file
1

The SCHEAR FINANCIAL SERVICES, LLC 401(k) on its latest Form 5500

SCHEAR FINANCIAL SERVICES, LLC (EIN 20-0339525) reports SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $4.1M in plan assets across 55 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 SCHEAR FINANCIAL SERVICES, LLC filing — schedules, fees, and providers.

Who runs the SCHEAR FINANCIAL SERVICES, LLC 401(k)?

SCHEAR FINANCIAL SERVICES, LLC’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 SCHEAR FINANCIAL SERVICES, LLCHR for the recordkeeper’s name and login.

How to check your SCHEAR FINANCIAL SERVICES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SCHEAR FINANCIAL SERVICES, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: SCHEAR FINANCIAL SERVICES, LLC — all Form 5500 filings (EIN 20-0339525) · Ohio employer EIN lookup · Form 5500 search
SCHEAR FINANCIAL SERVICES, LLC 401(k) Plan — Form 5500