What public Form 5500 filings show about the Downs Rachlin Martin PLLC 401(k) plan — and how to find and check your own account.
Downs Rachlin Martin PLLC (EIN 03-0253168) reports DOWNS RACHLIN MARTIN RETIREMENT PLAN on its most recent Form 5500, with $119.6M in plan assets across 129 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 Downs Rachlin Martin PLLC 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Downs Rachlin Martin PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RPW SOLUTIONS, CARON & BLETZER, GLOBAL RETIREMENT PARTNERS.
