What public Form 5500 filings show about the Shelley Ocana DBA Specialized Services for Law Firms 401(k) plan — and how to find and check your own account.
Shelley Ocana DBA Specialized Services for Law Firms (EIN 68-0294763) reports SPECIALIZED SERVICES FOR LAW FIRMS 401(K) PLAN & TRUST on its most recent Form 5500, with $1.1M 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 Shelley Ocana DBA Specialized Services for Law Firms filing — schedules, fees, and providers.
Shelley Ocana DBA Specialized Services for Law Firms’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 Shelley Ocana DBA Specialized Services for Law FirmsHR for the recordkeeper’s name and login.