What public Form 5500 filings show about the Schilling Brothers Lumber & Hardware, Inc. 401(k) plan — and how to find and check your own account.
Schilling Brothers Lumber & Hardware, Inc. (EIN 35-1414433) reports SCHILLING BROTHERS LUMBER & HARDWARE, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $11.0M in plan assets across 176 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 Schilling Brothers Lumber & Hardware, 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schilling Brothers Lumber & Hardware, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUMPHREY CPA GROUP, SMITH FINANCIAL INVESTMENT ADVISORS.