DANIEL ROBERT, INC. 401(k) Plan
What public Form 5500 filings show about the DANIEL ROBERT, INC. 401(k) plan — and how to find and check your own account.
The DANIEL ROBERT, INC. 401(k) on its latest Form 5500
DANIEL ROBERT, INC. (EIN 26-3119520) reports THE HEITMEYER 401(K) PLAN on its most recent Form 5500, with $625K in plan assets across 25 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 DANIEL ROBERT, INC. filing — schedules, fees, and providers.
Who runs the DANIEL ROBERT, INC. 401(k)?
DANIEL ROBERT, 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 DANIEL ROBERT, INC.HR for the recordkeeper’s name and login.
How to check your DANIEL ROBERT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DANIEL ROBERT, 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).