Trifecta 401(k) Plan Board of Directors 401(k) Plan

The Trifecta 401(k) Plan Board of Directors 401(k) on its latest Form 5500

Trifecta 401(k) Plan Board of Directors (EIN 83-1676301) reports TRIFECTA 401(K) PLAN AS ADOPTED BY W.P. HANEY CO. INC. on its most recent Form 5500, with $3.7M in plan assets across 28 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 Trifecta 401(k) Plan Board of Directors filing — schedules, fees, and providers.

Who runs the Trifecta 401(k) Plan Board of Directors 401(k)?

Trifecta 401(k) Plan Board of Directors’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 Trifecta 401(k) Plan Board of DirectorsHR for the recordkeeper’s name and login.

How to check your Trifecta 401(k) Plan Board of Directors 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Trifecta 401(k) Plan Board of Directors 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).