The Haddad Organization, Ltd. 401(k) Plan
What public Form 5500 filings show about the The Haddad Organization, Ltd. 401(k) plan — and how to find and check your own account.
The The Haddad Organization, Ltd. 401(k) on its latest Form 5500
The Haddad Organization, Ltd. (EIN 13-2856820) reports THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $58.2M in plan assets across 560 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 Haddad Organization, Ltd. filing — schedules, fees, and providers.
Who runs the The Haddad Organization, Ltd. 401(k)?
The Haddad Organization, Ltd.’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 The Haddad Organization, Ltd.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLEAKLEY FINANCIAL GROUP, E R I S A.
How to check your The Haddad Organization, Ltd. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask The Haddad Organization, Ltd. 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).