What public Form 5500 filings show about the Moonan Stratton and Waldman LLP 401(k) plan — and how to find and check your own account.
Moonan Stratton and Waldman LLP (EIN 05-0342012) reports MOONAN, STRATTON & WALDMAN, LLP 401(K) PLAN on its most recent Form 5500, with $1.0M in plan assets across 4 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 Moonan Stratton and Waldman LLP filing — schedules, fees, and providers.
Moonan Stratton and Waldman LLP’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 Moonan Stratton and Waldman LLPHR for the recordkeeper’s name and login.