What public Form 5500 filings show about the Spitzer Herriman Stephenson Holderead Conner 401(k) plan — and how to find and check your own account.
Spitzer Herriman Stephenson Holderead Conner (EIN 35-0889748) reports SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER & PERSINGER LLP 401(K) SALARY REDUCTION PLAN AND TRUST on its most recent Form 5500, with $4.0M in plan assets across 7 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 Spitzer Herriman Stephenson Holderead Conner filing — schedules, fees, and providers.
Spitzer Herriman Stephenson Holderead Conner’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 Spitzer Herriman Stephenson Holderead ConnerHR for the recordkeeper’s name and login.
