What public Form 5500 filings show about the Happy Money, Inc. 401(k) plan — and how to find and check your own account.
Happy Money, Inc. (EIN 26-4419538) reports HAPPY MONEY 401(K) PLAN on its most recent Form 5500, with $17.0M in plan assets across 125 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 Happy Money, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Happy Money, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BALDWIN GROUP WEALTH ADVISORS.
