What public Form 5500 filings show about the Needham and Associates, Inc. 401(k) plan — and how to find and check your own account.
Needham and Associates, Inc. (EIN 35-1877788) reports NEEDHAM AND ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $3.5M in plan assets across 22 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 Needham and Associates, Inc. filing — schedules, fees, and providers.
Needham and Associates, Inc.’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 Needham and Associates, Inc.HR for the recordkeeper’s name and login.
