What public Form 5500 filings show about the Holstein Association USA, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
