Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k) Plan

What public Form 5500 filings show about the KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$472K
Participants
12
Plans on file
1

The KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k) on its latest Form 5500

KELLEHER, HELMRICH, AND ASSOCIATES, INC. (EIN 35-2100825) reports KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $472K in plan assets across 12 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 KELLEHER, HELMRICH, AND ASSOCIATES, INC. filing — schedules, fees, and providers.

Who runs the KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k)?

KELLEHER, HELMRICH, AND ASSOCIATES, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask KELLEHER, HELMRICH, AND ASSOCIATES, INC.HR for the recordkeeper’s name and login.

How to check your KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KELLEHER, HELMRICH, AND ASSOCIATES, 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).
More on this employer: KELLEHER, HELMRICH, AND ASSOCIATES, INC. — all Form 5500 filings (EIN 35-2100825) · Indiana employer EIN lookup · Form 5500 search
KELLEHER, HELMRICH, AND ASSOCIATES, INC. 401(k) Plan — Form 5500