What public Form 5500 filings show about the HPI Real Estate Management, Inc. 401(k) plan — and how to find and check your own account.
HPI Real Estate Management, Inc. (EIN 74-2695248) reports HPI REAL ESTATE 401(K) PLAN on its most recent Form 5500, with $26.7M in plan assets across 196 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 HPI Real Estate Management, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HPI Real Estate Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L.
