What public Form 5500 filings show about the Davis Wright Tremaine LLP 401(k) plan — and how to find and check your own account.
Davis Wright Tremaine LLP (EIN 91-0839480) reports DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $747.7M in plan assets across 1,468 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 Davis Wright Tremaine LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Davis Wright Tremaine LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, SONATA CAPITAL GROUP, CHARLES SCHWAB &CO, BUCKINGHAM STRATEGIC WEALTH LL, MATRIX TRUST, INSTITUTE FOR WEALTH MGMT.
