What public Form 5500 filings show about the Dan T. Moore Company 401(k) plan — and how to find and check your own account.
Dan T. Moore Company (EIN 34-1082874) reports DTM COMPANIES 401(K) PLAN on its most recent Form 5500, with $28.7M in plan assets across 367 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 Dan T. Moore 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Dan T. Moore Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BROWN & BROWN INSURANCE SERVICES IN, PEASE BELL CPA S, MARINER WEALTH ADVISORS, BROWN & BROWN OF INDIANA, COMMUNITY INSURANCE.
