What public Form 5500 filings show about the Starkweather & Shepley Insurance Brokerage, Inc. 401(k) plan — and how to find and check your own account.
Starkweather & Shepley Insurance Brokerage, Inc. (EIN 05-0222530) reports STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. & SUBSIDIARIES 401K & PROFIT SHARING PLAN on its most recent Form 5500, with $84.8M in plan assets across 324 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 Starkweather & Shepley Insurance Brokerage, 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Starkweather & Shepley Insurance Brokerage, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SANSIVERI KIMBALL AND CO LLP, GLOBAL RETIREMENT PARTNERS.
