What public Form 5500 filings show about the Shelly SHI Medical, P.C. 401(k) plan — and how to find and check your own account.
Shelly SHI Medical, P.C. (EIN 46-3773837) reports SHELLY SHI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $165K in plan assets across 3 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 Shelly SHI Medical, P.C. filing — schedules, fees, and providers.
Shelly SHI Medical, P.C.’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 Shelly SHI Medical, P.C.HR for the recordkeeper’s name and login.