Hilton Head Financial Advisors, Inc. 401(k) Plan

The Hilton Head Financial Advisors, Inc. 401(k) on its latest Form 5500

Hilton Head Financial Advisors, Inc. (EIN 57-0877126) reports HILTON HEAD FINANCIAL ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 2 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 Hilton Head Financial Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Hilton Head Financial Advisors, Inc. 401(k)?

Hilton Head Financial Advisors, Inc.’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 Hilton Head Financial Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Hilton Head Financial Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Hilton Head Financial Advisors, Inc. 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).