What public Form 5500 filings show about the Newcomb Oil Co., LLC 401(k) plan — and how to find and check your own account.
Newcomb Oil Co., LLC (EIN 61-0597969) reports NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN on its most recent Form 5500, with $29.9M in plan assets across 801 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 Newcomb Oil Co., LLC 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 Newcomb Oil Co., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET RETIREMENT SOLUTIONS, CHERRY BEKAERT ADVISORY, KESTRA ADVISORY SERVICES.
