Bob Herbert & Associates, Inc. 401(k) Plan
What public Form 5500 filings show about the Bob Herbert & Associates, Inc. 401(k) plan — and how to find and check your own account.
The Bob Herbert & Associates, Inc. 401(k) on its latest Form 5500
Bob Herbert & Associates, Inc. (EIN 74-2115342) reports BOB HERBERT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 16 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 Bob Herbert & Associates, Inc. filing — schedules, fees, and providers.
Who runs the Bob Herbert & Associates, Inc. 401(k)?
Bob Herbert & Associates, Inc.’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 Bob Herbert & Associates, Inc.HR for the recordkeeper’s name and login.
How to check your Bob Herbert & Associates, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Bob Herbert & Associates, 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).