JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k) Plan
What public Form 5500 filings show about the JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k) plan — and how to find and check your own account.
The JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k) on its latest Form 5500
JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. (EIN 87-0347609) reports JONES, WALDO, HOLBROOK & MCDONOUGH PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $36 in plan assets across 0 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 JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. filing — schedules, fees, and providers.
Who runs the JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TANNER, GLOBAL RETIREMENT PARTNERS, NEWPORT TRUST.
How to check your JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).