What public Form 5500 filings show about the Directors Mortgage, Inc. 401(k) plan — and how to find and check your own account.
Directors Mortgage, Inc. (EIN 93-1248952) reports DIRECTORS MORTGAGE 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $10.8M in plan assets across 200 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 Directors Mortgage, Inc. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Directors Mortgage, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST REPUBLIC.
