What public Form 5500 filings show about the Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 401(k) plan — and how to find and check your own account.
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. (EIN 72-1484836) reports IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. RETIREMENT PLAN on its most recent Form 5500, with $41.7M in plan assets across 99 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 Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 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 Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HANCOCK WHITNEY BANK.
