THE SHUBERT ORGANIZATION, INC. 401(k) Plan
What public Form 5500 filings show about the THE SHUBERT ORGANIZATION, INC. 401(k) plan — and how to find and check your own account.
The THE SHUBERT ORGANIZATION, INC. 401(k) on its latest Form 5500
THE SHUBERT ORGANIZATION, INC. (EIN 13-2751366) reports SHUBERT 401(K) SAVINGS PLAN on its most recent Form 5500, with $81.4M in plan assets across 391 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 SHUBERT ORGANIZATION, INC. filing — schedules, fees, and providers.
Who runs the THE SHUBERT ORGANIZATION, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE SHUBERT ORGANIZATION, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, UMR, 1919 INVESTMENT COUNSEL, KINLOCH CONSULTING GROUP.
How to check your THE SHUBERT ORGANIZATION, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask THE SHUBERT ORGANIZATION, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).