DAVE ARBOGAST GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the DAVE ARBOGAST GROUP, INC. 401(k) plan — and how to find and check your own account.
The DAVE ARBOGAST GROUP, INC. 401(k) on its latest Form 5500
DAVE ARBOGAST GROUP, INC. (EIN 31-1409301) reports DAVE ARBOGAST GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $5.2M in plan assets across 146 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 DAVE ARBOGAST GROUP, INC. filing — schedules, fees, and providers.
Who runs the DAVE ARBOGAST GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your DAVE ARBOGAST GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE RETIREMENT SYSTEMS, EDWARD D JONES &, MERRILL LYNCH LIFE AGENCY.
How to check your DAVE ARBOGAST GROUP, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask DAVE ARBOGAST GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).