GOELLNER, INC. 401(k) Plan
What public Form 5500 filings show about the GOELLNER, INC. 401(k) plan — and how to find and check your own account.
The GOELLNER, INC. 401(k) on its latest Form 5500
GOELLNER, INC. (EIN 36-4348436) reports GOELLNER, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $24.4M in plan assets across 889 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 GOELLNER, INC. filing — schedules, fees, and providers.
Who runs the GOELLNER, INC. 401(k)?
GOELLNER, 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 GOELLNER, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JULY BUSINESS SERVICES, HTLF RETIREMENT PLAN SERVICES.
How to check your GOELLNER, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GOELLNER, 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).