Heaney and Small, LLP 401(k) Plan

The Heaney and Small, LLP 401(k) on its latest Form 5500

Heaney and Small, LLP (EIN 04-3460247) reports HEANEY AND SMALL, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.6M in plan assets across 10 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 Heaney and Small, LLP filing — schedules, fees, and providers.

Who runs the Heaney and Small, LLP 401(k)?

Heaney and Small, 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 Heaney and Small, LLPHR for the recordkeeper’s name and login.

How to check your Heaney and Small, LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Heaney and Small, LLP 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).