What public Form 5500 filings show about the Dannis Woliver Kelley 401(k) plan — and how to find and check your own account.
Dannis Woliver Kelley (EIN 94-3172834) reports DANNIS WOLIVER KELLEY PROFIT SHARING PLAN on its most recent Form 5500, with $36.6M in plan assets across 100 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 Dannis Woliver Kelley 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Dannis Woliver Kelley 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE O.
