What public Form 5500 filings show about the Sherwood Mechanical, Inc. 401(k) plan — and how to find and check your own account.
Sherwood Mechanical, Inc. (EIN 68-0565225) reports SHERWOOD MECHANICAL, INC. 401(K) PLAN on its most recent Form 5500, with $12.5M in plan assets across 195 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 Mechanical, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sherwood Mechanical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT.