Scheier Katin & Epstein, P.C. 401(k) Plan

The Scheier Katin & Epstein, P.C. 401(k) on its latest Form 5500

Scheier Katin & Epstein, P.C. (EIN 04-3077671) reports SCHEIER KATIN & EPSTEIN 401(K) PLAN on its most recent Form 5500, with $1.6M in plan assets across 15 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 Scheier Katin & Epstein, P.C. filing — schedules, fees, and providers.

Who runs the Scheier Katin & Epstein, P.C. 401(k)?

Scheier Katin & Epstein, P.C.’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 Scheier Katin & Epstein, P.C.HR for the recordkeeper’s name and login.

How to check your Scheier Katin & Epstein, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Scheier Katin & Epstein, P.C. 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).