What public Form 5500 filings show about the Heffner Design Team, PLLC 401(k) plan — and how to find and check your own account.
Heffner Design Team, PLLC (EIN 46-0972543) reports HEFFNER DESIGN TEAM RETIREMENT PLAN on its most recent Form 5500, with $169K in plan assets across 4 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 Heffner Design Team, PLLC filing — schedules, fees, and providers.
Heffner Design Team, PLLC’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 Heffner Design Team, PLLCHR for the recordkeeper’s name and login.
