What public Form 5500 filings show about the Dilworth Paxson LLP 401(k) plan — and how to find and check your own account.
Dilworth Paxson LLP (EIN 23-1398811) reports DILWORTH PAXSON LLP 401K SAVINGS PLAN on its most recent Form 5500, with $79.4M in plan assets across 155 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 Dilworth Paxson LLP filing — schedules, fees, and providers.
Dilworth Paxson 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 Dilworth Paxson LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PROFESSIONAL CAPITAL SERVICES, TOWER BRIDGE ADVISORS, HAVERFORD TRUST, FIDUCIARY SERVICES GROUP, CHARLES SCHWAB, ADVISOR TRUST.
