What public Form 5500 filings show about the YAEL Halaas, M.D., PLLC 401(k) plan — and how to find and check your own account.
YAEL Halaas, M.D., PLLC (EIN 20-0335627) reports YAEL HALAAS MD 401K PLAN on its most recent Form 5500, with $1.2M in plan assets across 12 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 YAEL Halaas, M.D., PLLC filing — schedules, fees, and providers.
YAEL Halaas, M.D., PLLC’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 YAEL Halaas, M.D., PLLCHR for the recordkeeper’s name and login.