What public Form 5500 filings show about the Halpern MAY Ybarra Gelberg LLP 401(k) plan — and how to find and check your own account.
Halpern MAY Ybarra Gelberg LLP (EIN 46-5420732) reports HALPERN MAY YBARRA GELBERG 401(K) PLAN on its most recent Form 5500, with $12.3M in plan assets across 22 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 Halpern MAY Ybarra Gelberg LLP filing — schedules, fees, and providers.
Halpern MAY Ybarra Gelberg LLP’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 Halpern MAY Ybarra Gelberg LLPHR for the recordkeeper’s name and login.
