Halberstadt Financial Consultants, Inc. 401(k) Plan

The Halberstadt Financial Consultants, Inc. 401(k) on its latest Form 5500

Halberstadt Financial Consultants, Inc. (EIN 22-3703821) reports HALBERSTADT FINANCIAL CONSULTANTS, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $513K in plan assets across 4 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 Halberstadt Financial Consultants, Inc. filing — schedules, fees, and providers.

Who runs the Halberstadt Financial Consultants, Inc. 401(k)?

Halberstadt Financial Consultants, 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 Halberstadt Financial Consultants, Inc.HR for the recordkeeper’s name and login.

How to check your Halberstadt Financial Consultants, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Halberstadt Financial Consultants, 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).