What public Form 5500 filings show about the The Sheltering ARMS 401(k) plan — and how to find and check your own account.
The Sheltering ARMS (EIN 58-0566236) reports THE SHELTERING ARMS SAFE-HARBOR 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.1M in plan assets across 335 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 Sheltering ARMS 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Sheltering ARMS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA LIFE INSURANCE, NORTHWESTERN MUTUAL INVESTMENT SERV.
