What public Form 5500 filings show about the McDougall and Sons, Inc. 401(k) plan — and how to find and check your own account.
McDougall and Sons, Inc. (EIN 91-0978839) reports MCDOUGALL AND SONS, INC. RETIREMENT PLAN on its most recent Form 5500, with $29.3M in plan assets across 866 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 McDougall and Sons, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your McDougall and Sons, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION PLAN SPECIALISTS PC.
