HAROLD WELLS ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the HAROLD WELLS ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The HAROLD WELLS ASSOCIATES, INC. 401(k) on its latest Form 5500
HAROLD WELLS ASSOCIATES, INC. (EIN 33-0556744) reports HAROLD WELLS ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $392K in plan assets across 9 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 HAROLD WELLS ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the HAROLD WELLS ASSOCIATES, INC. 401(k)?
HAROLD WELLS ASSOCIATES, INC.’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 HAROLD WELLS ASSOCIATES, INC.HR for the recordkeeper’s name and login.
How to check your HAROLD WELLS ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HAROLD WELLS 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).