What public Form 5500 filings show about the New Direction Trust Company 401(k) plan — and how to find and check your own account.
New Direction Trust Company (EIN 20-0124849) reports NEW DIRECTION TRUST 401K PLAN on its most recent Form 5500, with $549K in plan assets across 57 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 New Direction Trust Company filing — schedules, fees, and providers.
New Direction Trust Company’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 New Direction Trust CompanyHR for the recordkeeper’s name and login.
