What public Form 5500 filings show about the D. L. George & Sons Construction Company 401(k) plan — and how to find and check your own account.
D. L. George & Sons Construction Company (EIN 25-1373199) reports D. L. GEORGE & SONS 401(K) PLAN on its most recent Form 5500, with $8.5M in plan assets across 245 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. L. George & Sons Construction Company 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 Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your D. L. George & Sons Construction Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ RETIREMENT PLAN SERVICES, CBIZ BENEFIT AND INSURANCE SERVICES, BOYER & RITTER, CBIZ INVESTMENT ADVISORY SERVICES, CAPITAL ADVANTAGE ASSURANCE.
