HOLSTEIN ASSOCIATION USA, INC. 401(k) Plan
What public Form 5500 filings show about the HOLSTEIN ASSOCIATION USA, INC. 401(k) plan — and how to find and check your own account.
The HOLSTEIN ASSOCIATION USA, INC. 401(k) on its latest Form 5500
HOLSTEIN ASSOCIATION USA, INC. (EIN 03-0130760) reports HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $25.2M in plan assets across 88 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 HOLSTEIN ASSOCIATION USA, INC. filing — schedules, fees, and providers.
Who runs the HOLSTEIN ASSOCIATION USA, INC. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HOLSTEIN ASSOCIATION USA, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER FLYNN & LLP, ADP, SEI INVESTMENT, TRG INVESTMENT ADVISORS, WILLIS TOWERS WATSON US.
How to check your HOLSTEIN ASSOCIATION USA, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask HOLSTEIN ASSOCIATION USA, 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).