What public Form 5500 filings show about the Quigley-Simpson & Heppelwhite, Inc. 401(k) plan — and how to find and check your own account.
Quigley-Simpson & Heppelwhite, Inc. (EIN 35-2176523) reports QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.9M in plan assets across 190 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 Quigley-Simpson & Heppelwhite, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Quigley-Simpson & Heppelwhite, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALLIANT INSURANCE SERVICES, JP MORGAN BROKER -DEALER.
