What public Form 5500 filings show about the Leon N. Weiner Associates, Inc. 401(k) plan — and how to find and check your own account.
Leon N. Weiner Associates, Inc. (EIN 51-0074302) reports LNWAI/ARBOR MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $21.4M in plan assets across 234 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 Leon N. Weiner Associates, Inc. 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 Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Leon N. Weiner Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHMARK.
