What public Form 5500 filings show about the Dixon/Schwabl Advertising, Inc. 401(k) plan — and how to find and check your own account.
Dixon/Schwabl Advertising, Inc. (EIN 16-1409122) reports DIXON/SCHWABL ADVERTISING, INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $13.9M in plan assets across 80 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 Dixon/Schwabl Advertising, 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 USI CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Dixon/Schwabl Advertising, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT GROUP, MMB & CO, ALESCO ADVISORS.