What public Form 5500 filings show about the Searcy Denney Scarola Barnhart & Shipley, PA 401(k) plan — and how to find and check your own account.
Searcy Denney Scarola Barnhart & Shipley, PA (EIN 59-1720203) reports SEARCY, DENNEY ET AL. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $74.2M in plan assets across 149 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 Searcy Denney Scarola Barnhart & Shipley, PA 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Searcy Denney Scarola Barnhart & Shipley, PA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PURSUIT WEALTH MANAGEMENT, MSCS FIN SERVICES DIV OF BROADRIDGE, MATRIX TRUST.
