What public Form 5500 filings show about the Heller Ford Sales, Inc. 401(k) plan — and how to find and check your own account.
Heller Ford Sales, Inc. (EIN 37-1015200) reports HELLER 401(K) PLAN on its most recent Form 5500, with $18.0M in plan assets across 223 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 Ford Sales, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heller Ford Sales, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK.