What public Form 5500 filings show about the Harrell Investment Partners, LLC 401(k) plan — and how to find and check your own account.
Harrell Investment Partners, LLC (EIN 83-2373368) reports HARRELL INVESTMENT PARTNERS LLC 401K PS PLAN on its most recent Form 5500, with $457K in plan assets across 6 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 Harrell Investment Partners, LLC filing — schedules, fees, and providers.
Harrell Investment Partners, LLC’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 Harrell Investment Partners, LLCHR for the recordkeeper’s name and login.
