Shepley Bulfinch Richardson and Abbott 401(k) Plan

The Shepley Bulfinch Richardson and Abbott 401(k) on its latest Form 5500

Shepley Bulfinch Richardson and Abbott (EIN 04-2504672) reports SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN on its most recent Form 5500, with $40.2M in plan assets across 179 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 Shepley Bulfinch Richardson and Abbott filing — schedules, fees, and providers.

Who runs the Shepley Bulfinch Richardson and Abbott 401(k)?

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 Shepley Bulfinch Richardson and Abbott 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.

How to check your Shepley Bulfinch Richardson and Abbott 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Shepley Bulfinch Richardson and Abbott 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).