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HEARD & SMITH, LLP 401(k) Plan

What public Form 5500 filings show about the HEARD & SMITH, LLP 401(k) plan — and how to find and check your own account.

Plan assets
$5.2M
Participants
91
Plans on file
1

The HEARD & SMITH, LLP 401(k) on its latest Form 5500

HEARD & SMITH, LLP (EIN 74-2712971) reports HEARD & SMITH, LLP 401(K) RETIREMENT PLAN on its most recent Form 5500, with $5.2M in plan assets across 91 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 HEARD & SMITH, LLP filing — schedules, fees, and providers.

Who runs the HEARD & SMITH, LLP 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HEARD & SMITH, LLP 401(k).

How to check your HEARD & SMITH, LLP 401(k)

  • Log in to John Hancock’s participant portal (the site on your statements).
  • Ask HEARD & SMITH, 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).
More on this employer: HEARD & SMITH, LLP — all Form 5500 filings (EIN 74-2712971) · Texas employer EIN lookup · Form 5500 search
HEARD & SMITH, LLP 401(k) Plan — Form 5500