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HOLWELL SHUSTER & GOLDBERG, LLP 401(k) Plan

What public Form 5500 filings show about the HOLWELL SHUSTER & GOLDBERG, LLP 401(k) plan — and how to find and check your own account.

Plan assets
$28.5M
Participants
112
Plans on file
1

The HOLWELL SHUSTER & GOLDBERG, LLP 401(k) on its latest Form 5500

HOLWELL SHUSTER & GOLDBERG, LLP (EIN 45-4222592) reports HSG RETIREMENT PLAN on its most recent Form 5500, with $28.5M in plan assets across 112 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 HOLWELL SHUSTER & GOLDBERG, LLP filing — schedules, fees, and providers.

Who runs the HOLWELL SHUSTER & GOLDBERG, 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HOLWELL SHUSTER & GOLDBERG, LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP, LPL FINANCIAL RPCP.

How to check your HOLWELL SHUSTER & GOLDBERG, LLP 401(k)

  • Log in to Ascensus’s participant portal (the site on your statements).
  • Ask HOLWELL SHUSTER & GOLDBERG, 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).
More on this employer: HOLWELL SHUSTER & GOLDBERG, LLP — all Form 5500 filings (EIN 45-4222592) · New York employer EIN lookup · Form 5500 search
HOLWELL SHUSTER & GOLDBERG, LLP 401(k) Plan — Form 5500