HINMAN, HOWARD & KATTELL, LLP 401(k) Plan
What public Form 5500 filings show about the HINMAN, HOWARD & KATTELL, LLP 401(k) plan — and how to find and check your own account.
The HINMAN, HOWARD & KATTELL, LLP 401(k) on its latest Form 5500
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.
Who runs the HINMAN, HOWARD & KATTELL, LLP 401(k)?
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): KESTRA ADVISORY SERVICES, JOHN G ULLMAN & ASSOCIATES, TRG CAPITAL MANAGEMENT, NBT WEALTH MANAGAMENT, NBT WEALTH MANAGEMENT, DOUGLASS WINTHROP ADVISORS.
How to check your HINMAN, HOWARD & KATTELL, LLP 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask HINMAN, HOWARD & KATTELL, LLP 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).