HENDRY INTEGRATED WEALTH STRAT 401(k) Plan
What public Form 5500 filings show about the HENDRY INTEGRATED WEALTH STRAT 401(k) plan — and how to find and check your own account.
The HENDRY INTEGRATED WEALTH STRAT 401(k) on its latest Form 5500
HENDRY INTEGRATED WEALTH STRAT (EIN 88-2610815) reports HENDRY INTEGRATED WEALTH STRAT 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $19K in plan assets across 1 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 HENDRY INTEGRATED WEALTH STRAT filing — schedules, fees, and providers.
Who runs the HENDRY INTEGRATED WEALTH STRAT 401(k)?
HENDRY INTEGRATED WEALTH STRAT’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 HENDRY INTEGRATED WEALTH STRATHR for the recordkeeper’s name and login.
How to check your HENDRY INTEGRATED WEALTH STRAT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HENDRY INTEGRATED WEALTH STRAT 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).
