What public Form 5500 filings show about the Harris Beach PLLC 401(k) plan — and how to find and check your own account.
Harris Beach PLLC (EIN 84-1623836) reports HARRIS BEACH 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $211.2M in plan assets across 390 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 Harris Beach PLLC 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Harris Beach PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COBBLESTONE CAPITAL ADVISORS, QCI ASSET MANAGEMENT, MG TRUST DBA MATRIX TRUST C, JOHN HANCOCK LIFE INSURANCE, BLUE WATER ADVISORS.
