What public Form 5500 filings show about the Halverson Property Management, L 401(k) plan — and how to find and check your own account.
Halverson Property Management, L (EIN 26-1298639) reports HALVERSON PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $132K in plan assets across 20 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 Property Management, L filing — schedules, fees, and providers.
Halverson Property Management, L’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 Property Management, LHR for the recordkeeper’s name and login.
