SMITH,HAUGHEY,RICE AND ROEGGE, P.C. 401(k) Plan
What public Form 5500 filings show about the SMITH,HAUGHEY,RICE AND ROEGGE, P.C. 401(k) plan — and how to find and check your own account.
The SMITH,HAUGHEY,RICE AND ROEGGE, P.C. 401(k) on its latest Form 5500
SMITH,HAUGHEY,RICE AND ROEGGE, P.C. (EIN 38-2234596) reports PROFIT SHARING AND RETIREMENT PLAN OF SMITH HAUGHEY, RICE AND ROEGGE, P.C. on its most recent Form 5500, with $40.5M in plan assets across 104 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 SMITH,HAUGHEY,RICE AND ROEGGE, P.C. filing — schedules, fees, and providers.
Who runs the SMITH,HAUGHEY,RICE AND ROEGGE, P.C. 401(k)?
SMITH,HAUGHEY,RICE AND ROEGGE, P.C.’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 SMITH,HAUGHEY,RICE AND ROEGGE, P.C.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GREENLEAF TRUST.
How to check your SMITH,HAUGHEY,RICE AND ROEGGE, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SMITH,HAUGHEY,RICE AND ROEGGE, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).