WORMAN & SHEFFLER, P.A. 401(k) Plan
What public Form 5500 filings show about the WORMAN & SHEFFLER, P.A. 401(k) plan — and how to find and check your own account.
The WORMAN & SHEFFLER, P.A. 401(k) on its latest Form 5500
WORMAN & SHEFFLER, P.A. (EIN 20-4028356) reports WORMAN & SHEFFLER, P.A. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.3M in plan assets across 4 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 WORMAN & SHEFFLER, P.A. filing — schedules, fees, and providers.
Who runs the WORMAN & SHEFFLER, P.A. 401(k)?
WORMAN & SHEFFLER, 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 WORMAN & SHEFFLER, P.A.HR for the recordkeeper’s name and login.
How to check your WORMAN & SHEFFLER, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WORMAN & SHEFFLER, 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).