SHOOK, HARDY & BACON L.L.P. 401(k) Plan
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.
The SHOOK, HARDY & BACON L.L.P. 401(k) on its latest Form 5500
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.
Who runs the SHOOK, HARDY & BACON L.L.P. 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 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): YUKON WEALTH MANAGEMENT, LARSON FINANCIAL GROUP, CANVAS WEALTH ADVISORS, CREATIVEONE SECURITIES, CAPITAL MGMT SERVICES, COUNTRY CLUB BANK.
How to check your SHOOK, HARDY & BACON L.L.P. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask SHOOK, HARDY & BACON L.L.P. 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).