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WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k) Plan

What public Form 5500 filings show about the WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k) plan — and how to find and check your own account.

Plan assets
$29.0M
Participants
166
Plans on file
2

The WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k) on its latest Form 5500

WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. (EIN 20-8112403) reports WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.0M in plan assets across 166 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 WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. filing — schedules, fees, and providers.

Who runs the WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k)?

WEISS SEROTA HELFMAN COLE & BIERMAN, P.L.’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 WEISS SEROTA HELFMAN COLE & BIERMAN, P.L.HR for the recordkeeper’s name and login.

How to check your WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 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).
More on this employer: WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. — all Form 5500 filings (EIN 20-8112403) · Florida employer EIN lookup · Form 5500 search
WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(k) Plan — Form 5500