What public Form 5500 filings show about the Newtek Data Systems Inc. 401(k) plan — and how to find and check your own account.
Newtek Data Systems Inc. (EIN 36-3620672) reports NEWTEK DATA SYSTEMS, INC. 401(K) PLAN on its most recent Form 5500, with $673K in plan assets across 3 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 Newtek Data Systems Inc. filing — schedules, fees, and providers.
Newtek Data Systems 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 Newtek Data Systems Inc.HR for the recordkeeper’s name and login.
