What public Form 5500 filings show about the Calfee Halter & Griswold, LLP 401(k) plan — and how to find and check your own account.
Calfee Halter & Griswold, LLP (EIN 34-0732302) reports CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN on its most recent Form 5500, with $213.5M in plan assets across 277 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 Calfee Halter & Griswold, LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Calfee Halter & Griswold, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANCORA ADVISORS, UBS FINANCIAL, EBS ASSET MANAGEMENT, CHARLES SCHWAB, SANFORD BERNSTEIN.
