Heick Hester Smith & Associates, LLP 401(k) Plan

The Heick Hester Smith & Associates, LLP 401(k) on its latest Form 5500

Heick Hester Smith & Associates, LLP (EIN 61-1275187) reports CARDINAL POINTE FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $7.1M in plan assets across 39 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 Heick Hester Smith & Associates, LLP filing — schedules, fees, and providers.

Who runs the Heick Hester Smith & Associates, LLP 401(k)?

Heick Hester Smith & Associates, LLP’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 Heick Hester Smith & Associates, LLPHR for the recordkeeper’s name and login.

How to check your Heick Hester Smith & Associates, LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Heick Hester Smith & Associates, 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).