What public Form 5500 filings show about the HOLT NEY Zatcoff & Wasserman 401(k) plan — and how to find and check your own account.
HOLT NEY Zatcoff & Wasserman (EIN 58-1541204) reports HOLT NEY ZATCOFF & WASSERMAN LLP 401(K) PLAN on its most recent Form 5500, with $11.5M in plan assets across 26 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 HOLT NEY Zatcoff & Wasserman filing — schedules, fees, and providers.
HOLT NEY Zatcoff & Wasserman’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 HOLT NEY Zatcoff & WassermanHR for the recordkeeper’s name and login.
