HELLER CAPITAL GROUP, LLC 401(k) Plan
What public Form 5500 filings show about the HELLER CAPITAL GROUP, LLC 401(k) plan — and how to find and check your own account.
The HELLER CAPITAL GROUP, LLC 401(k) on its latest Form 5500
HELLER CAPITAL GROUP, LLC (EIN 46-4323419) reports HELLER CAPITAL GROUP, LLC 401K PLAN on its most recent Form 5500, with $7.8M in plan assets across 120 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 HELLER CAPITAL GROUP, LLC filing — schedules, fees, and providers.
Who runs the HELLER CAPITAL GROUP, LLC 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 MVP PLAN ADMINISTRATORS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HELLER CAPITAL GROUP, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL KOP, CAPITAL BLUECROSS, CONNECTCARE 3, COMPREHENSIVE FINANCIAL PLANNING, ONEDIGITAL PHILADELPHIA, BENECON GROUP.
How to check your HELLER CAPITAL GROUP, LLC 401(k)
- Log in to MVP PLAN ADMINISTRATORS’s participant portal (the site on your statements).
- Ask HELLER CAPITAL GROUP, 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).