What public Form 5500 filings show about the The Daniel and Henry Co. 401(k) plan — and how to find and check your own account.
The Daniel and Henry Co. (EIN 43-0634945) reports THE DANIEL AND HENRY CO. SALARY SAVINGS PLAN on its most recent Form 5500, with $23.0M in plan assets across 124 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 The Daniel and Henry Co. 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Daniel and Henry Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, MONETA GROUP.
