SHARON YOUNG, INC. 401(k) Plan
What public Form 5500 filings show about the SHARON YOUNG, INC. 401(k) plan — and how to find and check your own account.
The SHARON YOUNG, INC. 401(k) on its latest Form 5500
SHARON YOUNG, INC. (EIN 75-2122740) reports SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $16.4M in plan assets across 116 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 SHARON YOUNG, INC. filing — schedules, fees, and providers.
Who runs the SHARON YOUNG, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SHARON YOUNG, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, MONETA GROUP.
How to check your SHARON YOUNG, INC. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask SHARON YOUNG, INC. 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).