What public Form 5500 filings show about the Overbey, Hawkins, Wright & Vance, PLLC 401(k) plan — and how to find and check your own account.
Overbey, Hawkins, Wright & Vance, PLLC (EIN 54-0785848) reports OVERBEY, HAWKINS, WRIGHT & VANCE PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.5M in plan assets across 9 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 Overbey, Hawkins, Wright & Vance, PLLC filing — schedules, fees, and providers.
Overbey, Hawkins, Wright & Vance, PLLC’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 Overbey, Hawkins, Wright & Vance, PLLCHR for the recordkeeper’s name and login.
