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.
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.
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.