What public Form 5500 filings show about the HSBC North America Holdings Inc. 401(k) plan — and how to find and check your own account.
HSBC North America Holdings Inc. (EIN 23-2186091) reports HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN on its most recent Form 5500, with $4.9B in plan assets across 6,598 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 HSBC North America Holdings 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HSBC North America Holdings Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLINGTON TRUST, GQG PARTNERS, NEUBERGER AND BERMAN, NORTHERN TRUST, MERCER, CHARLES SCHWAB & CO.
