What public Form 5500 filings show about the Martenson Hasbrouck & Simon, LLP 401(k) plan — and how to find and check your own account.
Martenson Hasbrouck & Simon, LLP (EIN 58-2510769) reports MARTENSON HASBROUCK SIMON 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $14.0M in plan assets across 84 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 Martenson Hasbrouck & Simon, LLP filing — schedules, fees, and providers.
Martenson Hasbrouck & Simon, LLP’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 Martenson Hasbrouck & Simon, LLPHR for the recordkeeper’s name and login.