What public Form 5500 filings show about the HALE Surratt Engineers, LLC 401(k) plan — and how to find and check your own account.
HALE Surratt Engineers, LLC (EIN 92-1282927) reports HALE SURRATT ENGINEERS, LLC 401(K) PLAN on its most recent Form 5500, with $64K 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 HALE Surratt Engineers, LLC filing — schedules, fees, and providers.
HALE Surratt Engineers, LLC’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 HALE Surratt Engineers, LLCHR for the recordkeeper’s name and login.
