What public Form 5500 filings show about the Hinman, Howard & Kattell, LLP 401(k) plan — and how to find and check your own account.
Hinman, Howard & Kattell, LLP (EIN 15-0561878) reports HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 on its most recent Form 5500, with $100.6M in plan assets across 144 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 Hinman, Howard & Kattell, LLP 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hinman, Howard & Kattell, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN G ULLMAN & ASSOCIATES, KESTRA ADVISORY SERVICES, TRG CAPITAL MANAGEMENT, NBT WEALTH MANAGEMENT, DOUGLASS WINTHROP ADVISORS, DOUGLAS WINTHROP ADVISORS.
