What public Form 5500 filings show about the Sarah Hearst & Assoc. 401(k) plan — and how to find and check your own account.
Sarah Hearst & Assoc. (EIN 83-3431379) reports BETH OSTEN & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $278K 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 Sarah Hearst & Assoc. filing — schedules, fees, and providers.
Sarah Hearst & Assoc.’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 Sarah Hearst & Assoc.HR for the recordkeeper’s name and login.
