What public Form 5500 filings show about the Hopkins & Carley, a Law Corporation 401(k) plan — and how to find and check your own account.
Hopkins & Carley, a Law Corporation (EIN 94-2156511) reports HOPKINS & CARLEY 401(K) PLAN on its most recent Form 5500, with $78.5M in plan assets across 101 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 Hopkins & Carley, a Law Corporation 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hopkins & Carley, a Law Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BAILARD, DIRECT DENTAL ADMINISTRATORS, KCM INVESTMENT ADVISORS, CHARLES SCHWAB & CO, FIRST REPUBLIC INVESTMENT, CIGNA HEALTH AND LIFE INS.
