What public Form 5500 filings show about the Edgewood Manor of Wellston 401(k) plan — and how to find and check your own account.
Edgewood Manor of Wellston (EIN 82-2279548) reports SHERMAN GROUP RETIREMENT PLAN on its most recent Form 5500, with $1.6M in plan assets across 534 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 Edgewood Manor of Wellston 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 NORTH AMERICAN KTRADE ALLIANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Edgewood Manor of Wellston 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION SERVICE, TPS GROUP 3 16 SERVICES, EFPR GROUP CPAS, CETERA INVESTMENT ADVISERS.
