Allen Samuels WACO DCJ, Inc. 401(k) Plan

The Allen Samuels WACO DCJ, Inc. 401(k) on its latest Form 5500

Allen Samuels WACO DCJ, Inc. (EIN 27-0364992) reports ALLEN SAMUELS RETIREMENT PLAN on its most recent Form 5500, with $5.1M in plan assets across 227 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 Allen Samuels WACO DCJ, Inc. filing — schedules, fees, and providers.

Who runs the Allen Samuels WACO DCJ, Inc. 401(k)?

Allen Samuels WACO DCJ, Inc.’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 Allen Samuels WACO DCJ, Inc.HR for the recordkeeper’s name and login.

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.

How to check your Allen Samuels WACO DCJ, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Allen Samuels WACO DCJ, 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).