Planning Design Research Corp. 401(k) Plan
What public Form 5500 filings show about the Planning Design Research Corp. 401(k) plan — and how to find and check your own account.
The Planning Design Research Corp. 401(k) on its latest Form 5500
Planning Design Research Corp. (EIN 74-1904393) reports PDR 401(K) PLAN on its most recent Form 5500, with $14.5M in plan assets across 29 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 Planning Design Research Corp. filing — schedules, fees, and providers.
Who runs the Planning Design Research Corp. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Planning Design Research Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEINSTEIN SPIRA.
How to check your Planning Design Research Corp. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask Planning Design Research Corp. 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).