Shutts & Bowen Llp 401(k) Plan: Login, Facts & Contact Information
Shutts & Bowen Llp 401(k) Login
80 former Shutts & Bowen Llp employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Shutts & Bowen Llp 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $9.64 million went into the plan in contributions, $4.40 million of it from the employer (46%).
- $4.19 million was paid out to participants.
- Investment and other income added $21.5 million.
- Administrative expenses were $78,954, about $186 per account.
How the Shutts & Bowen Llp 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 408 | $120.0 million | $3.74 million | $6.43 million |
| 2020 | 404 | $141.1 million | $3.97 million | $5.99 million |
| 2021 | 408 | $150.0 million | $4.23 million | $15.3 million |
| 2022 | 378 | $126.3 million | $4.30 million | $7.64 million |
| 2023 | 368 | $147.2 million | $4.64 million | $4.25 million |
| 2024 | 427 | $169.1 million | $4.40 million | $4.19 million |
Shutts & Bowen Llp 401(k) Contact Information
Questions about the Shutts & Bowen Llp 401(k)
Does Shutts & Bowen Llp contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $4.40 million in employer contributions for plan year 2024.
Does the Shutts & Bowen Llp 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Shutts & Bowen Llp 401(k) plan?
427 participants at the start of plan year 2024, 354 of them active employees, and 80 former employees who still had money in the plan.
What is the average 401(k) balance at Shutts & Bowen Llp?
About $398,819 per account: $169.1 million in plan assets across 424 accounts with a balance at the end of plan year 2024.
Who manages the Shutts & Bowen Llp 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Shutts & Bowen Llp. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.