What public Form 5500 filings show about the Setter Roche Smith & Shellenberg 401(k) plan — and how to find and check your own account.
Setter Roche Smith & Shellenberg (EIN 20-4887231) reports SETTER ROCHE SMITH & SHELLENBERGER LLP on its most recent Form 5500, with $6.3M in plan assets across 33 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 Setter Roche Smith & Shellenberg filing — schedules, fees, and providers.
Setter Roche Smith & Shellenberg’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 Setter Roche Smith & ShellenbergHR for the recordkeeper’s name and login.
