Shalik Morris and Company LLP 401(k) Plan

The Shalik Morris and Company LLP 401(k) on its latest Form 5500

Shalik Morris and Company LLP (EIN 11-2973036) reports SHALIK MORRIS AND COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.9M in plan assets across 36 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 Shalik Morris and Company LLP filing — schedules, fees, and providers.

Who runs the Shalik Morris and Company LLP 401(k)?

Shalik Morris and Company LLP’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 Shalik Morris and Company LLPHR for the recordkeeper’s name and login.

How to check your Shalik Morris and Company LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Shalik Morris and Company 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).