What public Form 5500 filings show about the Sheehan Phinney BASS & Green PA 401(k) plan — and how to find and check your own account.
Sheehan Phinney BASS & Green PA (EIN 02-0315777) reports SHEEHAN PHINNEY BASS & GREEN PA PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $83.5M in plan assets across 114 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 Sheehan Phinney BASS & Green PA filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sheehan Phinney BASS & Green PA 401(k).
