What public Form 5500 filings show about the DNA Twopointo, Inc., 401(k) plan — and how to find and check your own account.
DNA Twopointo, Inc., (EIN 74-3076460) reports DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST on its most recent Form 5500, with $29.5M in plan assets across 139 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 DNA Twopointo, Inc., filing — schedules, fees, and providers.
DNA Twopointo, Inc.,’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 DNA Twopointo, Inc.,HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MONTEREY PRIVATE WEALTH.
