Herbert J. Sims & Co., Inc. 401(k) Plan: Login, Facts & Contact Information
Herbert J. Sims & Co., Inc. 401(k) Login
27 former Herbert J. Sims & Co., Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Herbert J. Sims & Co., Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.96 million went into the plan in contributions, $155,668 of it from the employer (8%).
- $4.14 million was paid out to participants.
- Investment and other income added $3.92 million.
- Administrative expenses were $71,085, about $543 per account.
How the Herbert J. Sims & Co., Inc. 401(k) changed, 2018–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 134 | $16.4 million | $77,842 | $980,930 |
| 2020 | 131 | $23.6 million | $112,400 | $1.17 million |
| 2021 | 126 | $26.6 million | $171,301 | $797,854 |
| 2022 | 112 | $23.4 million | $152,367 | $1.23 million |
| 2023 | 120 | $28.5 million | $154,586 | $880,715 |
| 2024 | 141 | $30.1 million | $155,668 | $4.14 million |
Herbert J. Sims & Co., Inc. 401(k) Contact Information
Questions about the Herbert J. Sims & Co., Inc. 401(k)
Does Herbert J. Sims & Co., Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $155,668, 8% of all contributions.
Does the Herbert J. Sims & Co., Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Herbert J. Sims & Co., Inc 401(k) plan?
141 participants at the start of plan year 2024, 111 of them active employees, and 27 former employees who still had money in the plan.
What is the average 401(k) balance at Herbert J. Sims & Co., Inc?
About $230,121 per account: $30.1 million in plan assets across 131 accounts with a balance at the end of plan year 2024.
Who manages the Herbert J. Sims & Co., Inc 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Herbert J. Sims & Co., Inc. How do I access my 401(k)?
Your account stays with Empower 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.