What public Form 5500 filings show about the Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. 401(k) plan — and how to find and check your own account.
Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. (EIN 63-1081157) reports HOLTSFORD GILLILAND HITSON HOWARD STEVENS TULEY & SAVARESE, P.C. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $12.2M in plan assets across 49 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 Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. filing — schedules, fees, and providers.
Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.’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 Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.HR for the recordkeeper’s name and login.
