What public Form 5500 filings show about the HEYL, Royster, Voelker & Allen P.C. 401(k) plan — and how to find and check your own account.
HEYL, Royster, Voelker & Allen P.C. (EIN 37-0947290) reports HEYL, ROYSTER, VOELKER & ALLEN P. C. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $77.3M in plan assets across 257 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 HEYL, Royster, Voelker & Allen P.C. 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HEYL, Royster, Voelker & Allen P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTON LARSON ALLEN LLP, BRAND ASSET MANAGEMENT GROUP I, CHARLES SCHWAB & CO.
