What public Form 5500 filings show about the Schulte ROTH & Zabel LLP 401(k) plan — and how to find and check your own account.
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.
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, MORNINGSTAR INVESTMENT MGMT, DELAWARE LIFE INSURANCE CO, JOHN HANCOCK VARIABLE INSURANCE TST, NEW YORK LIFE INS CO & ANNUITY, PACIFIC LIFE INSURANCE CO.
