What public Form 5500 filings show about the D'AMATO Conversano, Inc., P.C. 401(k) plan — and how to find and check your own account.
D'AMATO Conversano, Inc., P.C. (EIN 91-1403544) reports DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST on its most recent Form 5500, with $45.9M in plan assets across 299 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'AMATO Conversano, Inc., P.C. filing — schedules, fees, and providers.
D'AMATO Conversano, Inc., P.C.’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 D'AMATO Conversano, Inc., P.C.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI ADVISORS, USI CONSULTING GROUP, CHARLES SCHWAB & CO, CHARLES SCHWAB TRUST BANK.
