What public Form 5500 filings show about the Shelby Group Employees Profit Sharing 401(k) Plan 401(k) plan — and how to find and check your own account.
Shelby Group Employees Profit Sharing 401(k) Plan (EIN 62-1237127) reports SHELBY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Shelby Group Employees Profit Sharing 401(k) Plan 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Shelby Group Employees Profit Sharing 401(k) Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES.
