WORTH HIGGINS & ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the WORTH HIGGINS & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The WORTH HIGGINS & ASSOCIATES, INC. 401(k) on its latest Form 5500
WORTH HIGGINS & ASSOCIATES, INC. (EIN 54-0880197) reports WHA PLAN FOR LIVING 401(K) AND TRUST on its most recent Form 5500, with $16.0M in plan assets across 153 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 WORTH HIGGINS & ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the WORTH HIGGINS & ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WORTH HIGGINS & ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA INVESTMENT ADVISERS.
How to check your WORTH HIGGINS & ASSOCIATES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask WORTH HIGGINS & ASSOCIATES, INC. 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).