Heard & Smith, Llp 401(k) Plan: Login, Facts & Contact Information
Heard & Smith, Llp 401(k) Login
69 former Heard & Smith, Llp employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heard & Smith, Llp 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $536,758 went into the plan in contributions, $343,092 of it from the employer (64%).
- $389,649 was paid out to participants.
- Investment and other income added $618,195.
- Administrative expenses were $3,750, about $25 per account.
How the Heard & Smith, Llp 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 130 | $2.88 million | $302,890 | $246,245 |
| 2020 | 128 | $3.42 million | $298,595 | $364,109 |
| 2021 | 133 | $4.14 million | $333,910 | $285,526 |
| 2022 | 134 | $3.58 million | $328,747 | $396,907 |
| 2023 | 142 | $4.41 million | $337,049 | $389,438 |
| 2024 | 162 | $5.18 million | $343,092 | $389,649 |
Heard & Smith, Llp 401(k) Contact Information
Questions about the Heard & Smith, Llp 401(k)
Does Heard & Smith, Llp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $343,092, 64% of all contributions.
Does the Heard & Smith, Llp 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heard & Smith, Llp 401(k) plan?
162 participants at the start of plan year 2024, 91 of them active employees, and 69 former employees who still had money in the plan.
What is the average 401(k) balance at Heard & Smith, Llp?
About $34,741 per account: $5.18 million in plan assets across 149 accounts with a balance at the end of plan year 2024.
Who manages the Heard & Smith, Llp 401(k) accounts?
John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE CO.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heard & Smith, Llp. How do I access my 401(k)?
Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.