What public Form 5500 filings show about the Sherwood Design Engineers, Ltd. 401(k) plan — and how to find and check your own account.
Sherwood Design Engineers, Ltd. (EIN 20-1602119) reports SHERWOOD DESIGN ENGINEERS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.6M in plan assets across 99 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 Sherwood Design Engineers, Ltd. 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 INSPERITY RETIREMENT SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sherwood Design Engineers, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ASSOCIATES.
