NEWTEKONE, INC. 401(k) Plan
What public Form 5500 filings show about the NEWTEKONE, INC. 401(k) plan — and how to find and check your own account.
The NEWTEKONE, INC. 401(k) on its latest Form 5500
NEWTEKONE, INC. (EIN 46-3755188) reports NEWTEKONE, INC. 401K PLAN on its most recent Form 5500, with $41.6M in plan assets across 596 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 NEWTEKONE, INC. filing — schedules, fees, and providers.
Who runs the NEWTEKONE, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NEWTEKONE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC WEALTH MANAGEMENT.
How to check your NEWTEKONE, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask NEWTEKONE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).