What public Form 5500 filings show about the Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k) plan — and how to find and check your own account.
Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs (EIN 23-2565019) reports WILKIE LEXUS 401K PROFIT SHARING PLAN on its most recent Form 5500, with $18.2M in plan assets across 140 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 Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELAWARE VALLEY RETIREMENT, MML INVESTORS SERVICES.
