What public Form 5500 filings show about the Terris Barnes Walters Boigon Heath Lester, Inc. 401(k) plan — and how to find and check your own account.
Terris Barnes Walters Boigon Heath Lester, Inc. (EIN 82-1006849) reports TERRIS BARNES WALTERS BOIGON HEATH 401(K) PLAN on its most recent Form 5500, with $6.9M in plan assets across 10 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 Terris Barnes Walters Boigon Heath Lester, Inc. filing — schedules, fees, and providers.
Terris Barnes Walters Boigon Heath Lester, Inc.’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 Terris Barnes Walters Boigon Heath Lester, Inc.HR for the recordkeeper’s name and login.
