What public Form 5500 filings show about the M & J Wilkow 401(k) plan — and how to find and check your own account.
M & J Wilkow (EIN 36-3683868) reports M & J WILKOW PROFIT SHARING & 401(K) PLAN on its most recent Form 5500, with $15.0M in plan assets across 104 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 M & J Wilkow 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 M & J Wilkow 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CERITY PARTNERS.
