What public Form 5500 filings show about the Shareholder Services, LLC. 401(k) plan — and how to find and check your own account.
Shareholder Services, LLC. (EIN 32-0207381) reports SHAREHOLDER SERVICES, LLC. 401(K) PLAN on its most recent Form 5500, with $476K in plan assets across 8 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 Shareholder Services, LLC. filing — schedules, fees, and providers.
Shareholder Services, LLC.’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 Shareholder Services, LLC.HR for the recordkeeper’s name and login.
