Schulte ROTH & Zabel LLP 401(k) Plan
What public Form 5500 filings show about the Schulte ROTH & Zabel LLP 401(k) plan — and how to find and check your own account.
The Schulte ROTH & Zabel LLP 401(k) on its latest Form 5500
Schulte ROTH & Zabel LLP (EIN 13-2633996) reports SCHULTE ROTH & ZABEL LLP SAVINGS PLAN on its most recent Form 5500, with $347.8M in plan assets across 732 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 Schulte ROTH & Zabel LLP filing — schedules, fees, and providers.
Who runs the Schulte ROTH & Zabel LLP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schulte ROTH & Zabel LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, PACIFIC LIFE INSURANCE CO, DELAWARE LIFE INSURANCE CO, PROTECTIVE LIFE INSURANCE, JOHN HANCOCK VARIABLE INSURANCE TST, MORNINGSTAR INVESTMENT MGMT.
How to check your Schulte ROTH & Zabel LLP 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Schulte ROTH & Zabel LLP 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).