What public Form 5500 filings show about the Edwin L. HEIM Company 401(k) plan — and how to find and check your own account.
Edwin L. HEIM Company (EIN 23-1265924) reports EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $88.2M in plan assets across 172 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 Edwin L. HEIM Company filing — schedules, fees, and providers.
Edwin L. HEIM Company’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 Edwin L. HEIM CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): J P MORGAN INVESTMENT MANAGEMENT, PGIM INVESTMENTS, HARBOR CAPITAL ADVISORS, FULTON FINANCIAL ADVISORS, T ROWE PRICE ASSOCIATES, MASSACHUSETTS FINANCIAL SERVICES CO.
