Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 401(k) Plan
What public Form 5500 filings show about the Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 401(k) plan — and how to find and check your own account.
The Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 401(k) on its latest Form 5500
Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. (EIN 25-1754305) reports DIBELLA WEINHEIMER 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 16 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 Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. filing — schedules, fees, and providers.
Who runs the Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 401(k)?
Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C.’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 Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C.HR for the recordkeeper’s name and login.
How to check your Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Dibella, GEER, McAllister Best / Weinheimer COCO Lloyd Whalen, P.C. 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).