What public Form 5500 filings show about the Henderson Franklin Starnes & HOLT, P.A. 401(k) plan — and how to find and check your own account.
Henderson Franklin Starnes & HOLT, P.A. (EIN 59-1237100) reports HENDERSON, FRANKLIN, STARNES & HOLT, P.A. EMPLOYEE PROFIT SHARING PLAN on its most recent Form 5500, with $41.1M in plan assets across 132 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 Henderson Franklin Starnes & HOLT, P.A. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Henderson Franklin Starnes & HOLT, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE COM.
