What public Form 5500 filings show about the Gerard Daniel Worldwide 401(k) plan — and how to find and check your own account.
Gerard Daniel Worldwide (EIN 13-3384854) reports GERARD DANIEL WORLDWIDE, INC. 401(K) PROFIT SHARING PLAN AND T on its most recent Form 5500, with $10.2M in plan assets across 269 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 Gerard Daniel Worldwide 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gerard Daniel Worldwide 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
