What public Form 5500 filings show about the Heatherly Disability Representatives, Inc. 401(k) plan — and how to find and check your own account.
Heatherly Disability Representatives, Inc. (EIN 26-2914636) reports HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) PLAN on its most recent Form 5500, with $884K in plan assets across 3 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 Heatherly Disability Representatives, Inc. filing — schedules, fees, and providers.
Heatherly Disability Representatives, Inc.’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 Heatherly Disability Representatives, Inc.HR for the recordkeeper’s name and login.
