What public Form 5500 filings show about the Houlihan Lokey 401(k) plan — and how to find and check your own account.
Houlihan Lokey (EIN 95-2770395) reports HOULIHAN LOKEY RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $396.4M in plan assets across 1,648 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 Houlihan Lokey 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 Houlihan Lokey 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TLG ADVISORS, CHARLES SCHWAB & CO, BFSG.
