What public Form 5500 filings show about the Halverson and Blaiser Group, Ltd. 401(k) plan — and how to find and check your own account.
Halverson and Blaiser Group, Ltd. (EIN 41-1726283) reports HALVERSON AND BLAISER GROUP, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.0M in plan assets across 167 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 Halverson and Blaiser Group, Ltd. filing — schedules, fees, and providers.
Halverson and Blaiser Group, 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 Halverson and Blaiser Group, Ltd.HR for the recordkeeper’s name and login.
