WM. SHAUN DALTON, P.A. 401(k) Plan
What public Form 5500 filings show about the WM. SHAUN DALTON, P.A. 401(k) plan — and how to find and check your own account.
The WM. SHAUN DALTON, P.A. 401(k) on its latest Form 5500
WM. SHAUN DALTON, P.A. (EIN 43-2109474) reports WM SHAUN DALTON PA 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $435K 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 WM. SHAUN DALTON, P.A. filing — schedules, fees, and providers.
Who runs the WM. SHAUN DALTON, P.A. 401(k)?
WM. SHAUN DALTON, P.A.’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 WM. SHAUN DALTON, P.A.HR for the recordkeeper’s name and login.
How to check your WM. SHAUN DALTON, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WM. SHAUN DALTON, P.A. 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).