What public Form 5500 filings show about the Boles Holmes White LLC 401(k) plan — and how to find and check your own account.
Boles Holmes White LLC (EIN 83-2450403) reports LEGAL RETIREMENT 401(K) PLAN on its most recent Form 5500, with $8.3M in plan assets across 8 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 Boles Holmes White LLC filing — schedules, fees, and providers.
Boles Holmes White LLC’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 Boles Holmes White LLCHR for the recordkeeper’s name and login.
