HARRIS FREEMAN AND CO., INC. 401(k) Plan
What public Form 5500 filings show about the HARRIS FREEMAN AND CO., INC. 401(k) plan — and how to find and check your own account.
The HARRIS FREEMAN AND CO., INC. 401(k) on its latest Form 5500
HARRIS FREEMAN AND CO., INC. (EIN 95-3727699) reports HARRIS FREEMAN, SOUTHERN TEA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $34.3M in plan assets across 334 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 FREEMAN AND CO., INC. filing — schedules, fees, and providers.
Who runs the HARRIS FREEMAN AND CO., 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 HARRIS FREEMAN AND CO., INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your HARRIS FREEMAN AND CO., INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask HARRIS FREEMAN AND CO., 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).