What public Form 5500 filings show about the Haley & Aldrich, Inc. 401(k) plan — and how to find and check your own account.
Haley & Aldrich, Inc. (EIN 04-2295689) reports HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN on its most recent Form 5500, with $283.2M in plan assets across 1,046 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 Haley & Aldrich, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Haley & Aldrich, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE, CHARLES SCHWAB & CO, NEPC, QDRO CONSULTANTS, PKF O CONNOR DAVIES LLP.
