What public Form 5500 filings show about the Simmons Hanly Conroy LLP 401(k) plan — and how to find and check your own account.
Simmons Hanly Conroy LLP (EIN 37-1387830) reports SIMMONS HANLY CONROY 401(K) PLAN on its most recent Form 5500, with $126.9M in plan assets across 425 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 Simmons Hanly Conroy LLP 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simmons Hanly Conroy LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, RAYMOND JAMES AND ASSOCIATES.
