HARTREE PARTNERS, LP 401(k) Plan
What public Form 5500 filings show about the HARTREE PARTNERS, LP 401(k) plan — and how to find and check your own account.
The HARTREE PARTNERS, LP 401(k) on its latest Form 5500
HARTREE PARTNERS, LP (EIN 13-3937429) reports HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN on its most recent Form 5500, with $95.2M in plan assets across 394 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 HARTREE PARTNERS, LP filing — schedules, fees, and providers.
Who runs the HARTREE PARTNERS, LP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HARTREE PARTNERS, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
How to check your HARTREE PARTNERS, LP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask HARTREE PARTNERS, LP 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).