Halliday, Schwartz & Co. a Professional Corp. 401(k) Plan

The Halliday, Schwartz & Co. a Professional Corp. 401(k) on its latest Form 5500

Halliday, Schwartz & Co. a Professional Corp. (EIN 57-0925346) reports HALLIDAY, SCHWARTZ & CO. 401(K) PS PLAN on its most recent Form 5500, with $5.6M in plan assets across 21 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 Halliday, Schwartz & Co. a Professional Corp. filing — schedules, fees, and providers.

Who runs the Halliday, Schwartz & Co. a Professional Corp. 401(k)?

Halliday, Schwartz & Co. a Professional Corp.’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 Halliday, Schwartz & Co. a Professional Corp.HR for the recordkeeper’s name and login.

How to check your Halliday, Schwartz & Co. a Professional Corp. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Halliday, Schwartz & Co. a Professional Corp. 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).