HARGROVE AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the HARGROVE AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The HARGROVE AND ASSOCIATES, INC. 401(k) on its latest Form 5500
HARGROVE AND ASSOCIATES, INC. (EIN 72-1352530) reports HARGROVE 401(K) PLAN AND TRUST on its most recent Form 5500, with $250.9M in plan assets across 2,473 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 HARGROVE AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the HARGROVE AND ASSOCIATES, INC. 401(k)?
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 HARGROVE AND ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, HARDING SHYAMSKI, CHARLES SCHWAB, REGIONS BANK, PRINCIPAL, SHAREHOLDERS STRATEGIES.
How to check your HARGROVE AND ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask HARGROVE AND ASSOCIATES, 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).