What public Form 5500 filings show about the Moore & Van Allen PLLC 401(k) plan — and how to find and check your own account.
Moore & Van Allen PLLC (EIN 56-0559307) reports MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $403.2M in plan assets across 697 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 Moore & Van Allen PLLC 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 Moore & Van Allen PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF AMERICA MERRILL LYNCH, PIMCO HIGH YIELD INSTL, COLUMBIA MANAGEMENT, CAPFINANCIAL PARTNERS, PIMCO TOTAL RETURN INSTL, NEWPORT TRUST.
