What public Form 5500 filings show about the Herbein and Company, Inc. 401(k) plan — and how to find and check your own account.
Herbein and Company, Inc. (EIN 23-2415973) reports HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $48.5M in plan assets across 289 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 Herbein and Company, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Herbein and Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUN LIFE ASSURANCE OF CANAD, CONNECTCARE3, HIGHMARK BLUE SHIELD CENTRAL, NORTHEAST FINANCIAL GROUP, JAMES R NELLIGAN & ASSOCIATES, BENECON GROUP.
