What public Form 5500 filings show about the Shoestring Valley Holdings Inc. 401(k) plan — and how to find and check your own account.
Shoestring Valley Holdings Inc. (EIN 93-0422424) reports SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN on its most recent Form 5500, with $101.3M in plan assets across 416 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 Shoestring Valley Holdings 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Shoestring Valley Holdings Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENT RETIREMENT CONSULTING, RAYMOND JAMES FINANCIAL SERVICES, QUEST INVESTMENT MANAGEMENT, FERGUSON WELLMAN CAPITAL MANAGEMENT.
