What public Form 5500 filings show about the Newmeyer & Dillion, LLP 401(k) plan — and how to find and check your own account.
Newmeyer & Dillion, LLP (EIN 33-0051418) reports NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN on its most recent Form 5500, with $43.5M in plan assets across 97 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 Newmeyer & Dillion, LLP 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 RETIREMENT PLAN CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Newmeyer & Dillion, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MCMILL WEALTH MANAGEMENT, BAHNSEN GROUP, SHADDEN GROUP, ABBATE JUNE & ASSOCIATES, BLUE KAYAK PARTNERS, MARYLAND CAPITAL ADVISORS.
