What public Form 5500 filings show about the D & D Distributors, LLLP 401(k) plan — and how to find and check your own account.
D & D Distributors, LLLP (EIN 20-3258724) reports D & D DISTRIBUTORS NON-UNION 401(K) PLAN on its most recent Form 5500, with $22.7M in plan assets across 225 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 D & D Distributors, LLLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your D & D Distributors, LLLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST, MONETA GROUP, CHARLES SCHWAB & CO.
