What public Form 5500 filings show about the Hallberg-Valek Agency Ltd. 401(k) plan — and how to find and check your own account.
Hallberg-Valek Agency Ltd. (EIN 36-4111012) reports HALLBERG-VALEK AGENCY LTD 401K on its most recent Form 5500, with $24K in plan assets across 19 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 Hallberg-Valek Agency Ltd. filing — schedules, fees, and providers.
Hallberg-Valek Agency Ltd.’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 Hallberg-Valek Agency Ltd.HR for the recordkeeper’s name and login.
