HEARD MCELROY & VESTAL, L.L.C. 401(k) Plan
What public Form 5500 filings show about the HEARD MCELROY & VESTAL, L.L.C. 401(k) plan — and how to find and check your own account.
The HEARD MCELROY & VESTAL, L.L.C. 401(k) on its latest Form 5500
HEARD MCELROY & VESTAL, L.L.C. (EIN 72-0398470) reports HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.2M in plan assets across 155 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 MCELROY & VESTAL, L.L.C. filing — schedules, fees, and providers.
Who runs the HEARD MCELROY & VESTAL, L.L.C. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HEARD MCELROY & VESTAL, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROZIER MCKAY & WILLIS, BUCKINGHAM STRATEGIC PARTNERS.
How to check your HEARD MCELROY & VESTAL, L.L.C. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask HEARD MCELROY & VESTAL, L.L.C. 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).