Shambaugh, KAST, BECK and Williams, LLP 401(k) Plan

The Shambaugh, KAST, BECK and Williams, LLP 401(k) on its latest Form 5500

Shambaugh, KAST, BECK and Williams, LLP (EIN 35-1482529) reports SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP PROFIT SHARING PLAN on its most recent Form 5500, with $6.8M in plan assets across 17 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 Shambaugh, KAST, BECK and Williams, LLP filing — schedules, fees, and providers.

Who runs the Shambaugh, KAST, BECK and Williams, LLP 401(k)?

Shambaugh, KAST, BECK and Williams, 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 Shambaugh, KAST, BECK and Williams, LLPHR for the recordkeeper’s name and login.

How to check your Shambaugh, KAST, BECK and Williams, LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Shambaugh, KAST, BECK and Williams, 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).