What public Form 5500 filings show about the Hartman Simons & Wood LLP 401(k) plan — and how to find and check your own account.
Hartman Simons & Wood LLP (EIN 02-0564914) reports HARTMAN SIMONS & WOOD LLP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $21.5M in plan assets across 42 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 Hartman Simons & Wood LLP filing — schedules, fees, and providers.
Hartman Simons & Wood LLP’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 Hartman Simons & Wood LLPHR for the recordkeeper’s name and login.
