ALLWORTH FINANCIAL, LP 401(k) Plan
What public Form 5500 filings show about the ALLWORTH FINANCIAL, LP 401(k) plan — and how to find and check your own account.
The ALLWORTH FINANCIAL, LP 401(k) on its latest Form 5500
ALLWORTH FINANCIAL, LP (EIN 68-0372662) reports ALLWORTH FINANCIAL 401(K) PLAN on its most recent Form 5500, with $76.7M in plan assets across 517 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 ALLWORTH FINANCIAL, LP filing — schedules, fees, and providers.
Who runs the ALLWORTH FINANCIAL, LP 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ALLWORTH FINANCIAL, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST.
How to check your ALLWORTH FINANCIAL, LP 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask ALLWORTH FINANCIAL, LP 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).