What public Form 5500 filings show about the NY Business Development Corp. DBA Pursuit 401(k) plan — and how to find and check your own account.
NY Business Development Corp. DBA Pursuit (EIN 14-1420782) reports NYBDC DBA PURSUIT EMPLOYEES SALARY REDUCTION 401(K) PLAN on its most recent Form 5500, with $39.6M in plan assets across 147 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 NY Business Development Corp. DBA Pursuit 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NY Business Development Corp. DBA Pursuit 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, NBT BANCORP NA, CHARLES SCHWAB TRUST BANK.
