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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SHELTON TAYLOR & ASSOCIATES, INC. 401(k) Plan

What public Form 5500 filings show about the SHELTON TAYLOR & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$656K
Participants
10
Plans on file
1

The SHELTON TAYLOR & ASSOCIATES, INC. 401(k) on its latest Form 5500

SHELTON TAYLOR & ASSOCIATES, INC. (EIN 58-2016113) reports SHELTON TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $656K in plan assets across 10 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 SHELTON TAYLOR & ASSOCIATES, INC. filing — schedules, fees, and providers.

Who runs the SHELTON TAYLOR & ASSOCIATES, INC. 401(k)?

SHELTON TAYLOR & ASSOCIATES, INC.’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 SHELTON TAYLOR & ASSOCIATES, INC.HR for the recordkeeper’s name and login.

How to check your SHELTON TAYLOR & ASSOCIATES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SHELTON TAYLOR & ASSOCIATES, INC. 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).
More on this employer: SHELTON TAYLOR & ASSOCIATES, INC. — all Form 5500 filings (EIN 58-2016113) · North Carolina employer EIN lookup · Form 5500 search
SHELTON TAYLOR & ASSOCIATES, INC. 401(k) Plan — Form 5500