What public Form 5500 filings show about the Shook, Hardy & Bacon L.L.P. 401(k) plan — and how to find and check your own account.
Shook, Hardy & Bacon L.L.P. (EIN 44-0585497) reports SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $650.8M in plan assets across 1,204 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 Shook, Hardy & Bacon L.L.P. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Shook, Hardy & Bacon L.L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL MGMT SERVICES, YUKON WEALTH MANAGEMENT, CREATIVEONE SECURITIES, CANVAS WEALTH ADVISORS, LARSON FINANCIAL GROUP, CHARLES SCHWAB & CO.
