What public Form 5500 filings show about the Haley Ward, Inc. 401(k) plan — and how to find and check your own account.
Haley Ward, Inc. (EIN 01-0360334) reports HALEY WARD EMPLOYEE STOCK OWNERSHIP 401(K) PLAN on its most recent Form 5500, with $43.2M in plan assets across 226 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 Ward, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Haley Ward, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP.
