What public Form 5500 filings show about the Margolis Bloom & D'AGOstino 401(k) plan — and how to find and check your own account.
Margolis Bloom & D'AGOstino (EIN 27-0788424) reports MARGOLIS BLOOM & D'AGOSTINO 401(K) PLAN on its most recent Form 5500, with $6.0M in plan assets across 19 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 Margolis Bloom & D'AGOstino filing — schedules, fees, and providers.
Margolis Bloom & D'AGOstino’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Margolis Bloom & D'AGOstinoHR for the recordkeeper’s name and login.
