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

MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 401(k) Plan

What public Form 5500 filings show about the MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 401(k) plan — and how to find and check your own account.

Plan assets
$28K
Participants
19
Plans on file
1

The MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 401(k) on its latest Form 5500

MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES (EIN 46-2257013) reports HOA STRATEGIES 401(K) PLAN on its most recent Form 5500, with $28K in plan assets across 19 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 MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES filing — schedules, fees, and providers.

Who runs the MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 401(k)?

MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES’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 MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIESHR for the recordkeeper’s name and login.

How to check your MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES 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: MIDGLEY GROBERG MANAGEMENT GROUP, LLC DBA HOA STRATEGIES — all Form 5500 filings (EIN 46-2257013) · Utah employer EIN lookup · Form 5500 search