What public Form 5500 filings show about the HISS Sherman Wealth Mgmt LLC 401(k) plan — and how to find and check your own account.
HISS Sherman Wealth Mgmt LLC (EIN 47-2008988) reports HISS SHERMAN WEALTH MGMT LLC on its most recent Form 5500, with $659K in plan assets across 4 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 HISS Sherman Wealth Mgmt LLC filing — schedules, fees, and providers.
HISS Sherman Wealth Mgmt LLC’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 HISS Sherman Wealth Mgmt LLCHR for the recordkeeper’s name and login.
