Shawn Fahey, LLC DBA Estey, Munroe & Fahey 401(k) Plan

The Shawn Fahey, LLC DBA Estey, Munroe & Fahey 401(k) on its latest Form 5500

Shawn Fahey, LLC DBA Estey, Munroe & Fahey (EIN 20-3349037) reports SHAWN FAHEY LLC DBA ESTEY, MUNROE, FAHEY FUNERAL HOME 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 6 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 Shawn Fahey, LLC DBA Estey, Munroe & Fahey filing — schedules, fees, and providers.

Who runs the Shawn Fahey, LLC DBA Estey, Munroe & Fahey 401(k)?

Shawn Fahey, LLC DBA Estey, Munroe & Fahey’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 Shawn Fahey, LLC DBA Estey, Munroe & FaheyHR for the recordkeeper’s name and login.

How to check your Shawn Fahey, LLC DBA Estey, Munroe & Fahey 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Shawn Fahey, LLC DBA Estey, Munroe & Fahey 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).