MAKE the Road New York 401(k) Plan

The MAKE the Road New York 401(k) on its latest Form 5500

MAKE the Road New York (EIN 11-3344389) reports MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $12.1M in plan assets across 352 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 MAKE the Road New York filing — schedules, fees, and providers.

Who runs the MAKE the Road New York 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MAKE the Road New York 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA ADVISORS.

How to check your MAKE the Road New York 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask MAKE the Road New York 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).