What public Form 5500 filings show about the Shulman Bastian Friedman & BUI LLP 401(k) plan — and how to find and check your own account.
Shulman Bastian Friedman & BUI LLP (EIN 33-0567045) reports SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST FOR ALL OTHER EMPLOYEES on its most recent Form 5500, with $17.5M in plan assets across 32 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 Shulman Bastian Friedman & BUI LLP filing — schedules, fees, and providers.
Shulman Bastian Friedman & BUI LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Shulman Bastian Friedman & BUI LLPHR for the recordkeeper’s name and login.
