What public Form 5500 filings show about the Haggard and Simpson PC 401(k) plan — and how to find and check your own account.
Haggard and Simpson PC (EIN 82-3809565) reports HAGGARD SIMPSON SAVINGS PLAN on its most recent Form 5500, with $257K in plan assets across 8 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 Haggard and Simpson PC filing — schedules, fees, and providers.
Haggard and Simpson PC’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 Haggard and Simpson PCHR for the recordkeeper’s name and login.
