What public Form 5500 filings show about the Julia Dyckman Andrus Memorial 401(k) plan — and how to find and check your own account.
Julia Dyckman Andrus Memorial (EIN 13-2793295) reports JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $14.3M in plan assets across 358 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 Julia Dyckman Andrus Memorial 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Julia Dyckman Andrus Memorial 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP, FOCUSED WEALTH MANAGEMENT.
