IVAN WARE & SON INC. 401(k) Plan
What public Form 5500 filings show about the IVAN WARE & SON INC. 401(k) plan — and how to find and check your own account.
The IVAN WARE & SON INC. 401(k) on its latest Form 5500
IVAN WARE & SON INC. (EIN 61-0597150) reports IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $32.4M in plan assets across 173 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 IVAN WARE & SON INC. filing — schedules, fees, and providers.
Who runs the IVAN WARE & SON INC. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your IVAN WARE & SON INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SHEPHERD FINANCIAL INVESTMENT ADVIS.
How to check your IVAN WARE & SON INC. 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask IVAN WARE & SON INC. 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).