HOOPER, LUNDY & BOOKMAN, P.C. 401(k) Plan
What public Form 5500 filings show about the HOOPER, LUNDY & BOOKMAN, P.C. 401(k) plan — and how to find and check your own account.
The HOOPER, LUNDY & BOOKMAN, P.C. 401(k) on its latest Form 5500
HOOPER, LUNDY & BOOKMAN, P.C. (EIN 95-4109805) reports HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN on its most recent Form 5500, with $55.0M in plan assets across 95 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 HOOPER, LUNDY & BOOKMAN, P.C. filing — schedules, fees, and providers.
Who runs the HOOPER, LUNDY & BOOKMAN, P.C. 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 HOOPER, LUNDY & BOOKMAN, P.C. 401(k).
How to check your HOOPER, LUNDY & BOOKMAN, P.C. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask HOOPER, LUNDY & BOOKMAN, P.C. 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).