What public Form 5500 filings show about the Dewitt LLP 401(k) plan — and how to find and check your own account.
Dewitt LLP (EIN 39-1804522) reports DEWITT LLP SAVINGS PLAN & TRUST on its most recent Form 5500, with $145.1M in plan assets across 227 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 Dewitt LLP filing — schedules, fees, and providers.
Dewitt LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dewitt LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WIPFLI, CHARLES SCHWAB TRUST BANK, MILLIMAN, BERSTEIN, MATRIX TRUST, DAIN RAUSCHER.
