GEWALT-HAMILTON ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the GEWALT-HAMILTON ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The GEWALT-HAMILTON ASSOCIATES, INC. 401(k) on its latest Form 5500
GEWALT-HAMILTON ASSOCIATES, INC. (EIN 36-3426053) reports GEWALT-HAMILTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $35.6M in plan assets across 125 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 GEWALT-HAMILTON ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the GEWALT-HAMILTON ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GEWALT-HAMILTON ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED PLANNERS FINANCIAL SERVICES.
How to check your GEWALT-HAMILTON ASSOCIATES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask GEWALT-HAMILTON 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).