HEATHER JAMES, LLC. 401(k) Plan
What public Form 5500 filings show about the HEATHER JAMES, LLC. 401(k) plan — and how to find and check your own account.
The HEATHER JAMES, LLC. 401(k) on its latest Form 5500
HEATHER JAMES, LLC. (EIN 26-2621958) reports HEATHER JAMES, LLC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 35 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 HEATHER JAMES, LLC. filing — schedules, fees, and providers.
Who runs the HEATHER JAMES, LLC. 401(k)?
HEATHER JAMES, LLC.’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 HEATHER JAMES, LLC.HR for the recordkeeper’s name and login.
How to check your HEATHER JAMES, LLC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HEATHER JAMES, LLC. 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).