What public Form 5500 filings show about the Stradling Yocca Carlson & Rauth LLP 401(k) plan — and how to find and check your own account.
Stradling Yocca Carlson & Rauth LLP (EIN 95-3347002) reports SYCR 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $111.5M in plan assets across 172 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 Stradling Yocca Carlson & Rauth LLP 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stradling Yocca Carlson & Rauth LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, SPINNAKER INVESTMENT GROUP, WELLS FARGO ADVISORS, MERRILL LYNCH, PACIFIC FINANCIAL GROUP.
