HALLOWELL AND JAMES, INC. 401(k) Plan
What public Form 5500 filings show about the HALLOWELL AND JAMES, INC. 401(k) plan — and how to find and check your own account.
The HALLOWELL AND JAMES, INC. 401(k) on its latest Form 5500
HALLOWELL AND JAMES, INC. (EIN 36-1182900) reports HALLOWELL AND JAMES, INC. PROFIT SHARING PLAN AND TRUST AGREEMENT on its most recent Form 5500, with $15.2M in plan assets across 24 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 HALLOWELL AND JAMES, INC. filing — schedules, fees, and providers.
Who runs the HALLOWELL AND JAMES, INC. 401(k)?
HALLOWELL AND JAMES, INC.’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 HALLOWELL AND JAMES, INC.HR for the recordkeeper’s name and login.
How to check your HALLOWELL AND JAMES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HALLOWELL AND JAMES, INC. 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).