What public Form 5500 filings show about the Simon Hegele Healthcare Solutions, LLC 401(k) plan — and how to find and check your own account.
Simon Hegele Healthcare Solutions, LLC (EIN 68-0585429) reports SIMON HEGELE 401(K) PLAN on its most recent Form 5500, with $4.1M in plan assets across 139 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 Simon Hegele Healthcare Solutions, LLC filing — schedules, fees, and providers.
Simon Hegele Healthcare Solutions, LLC’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 Simon Hegele Healthcare Solutions, LLCHR for the recordkeeper’s name and login.
