What public Form 5500 filings show about the The Shadduck Financial Group 401(k) plan — and how to find and check your own account.
The Shadduck Financial Group (EIN 04-3024111) reports SHADDUCK FINANCIAL 401(K) PLAN on its most recent Form 5500, with $105K in plan assets across 2 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 The Shadduck Financial Group filing — schedules, fees, and providers.
The Shadduck Financial Group’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 The Shadduck Financial GroupHR for the recordkeeper’s name and login.
