R. B. Needham Advisory Corp. 401(k) Plan

The R. B. Needham Advisory Corp. 401(k) on its latest Form 5500

R. B. Needham Advisory Corp. (EIN 04-2893569) reports R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST on its most recent Form 5500, with $734K in plan assets across 6 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 R. B. Needham Advisory Corp. filing — schedules, fees, and providers.

Who runs the R. B. Needham Advisory Corp. 401(k)?

R. B. Needham Advisory Corp.’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 R. B. Needham Advisory Corp.HR for the recordkeeper’s name and login.

How to check your R. B. Needham Advisory Corp. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask R. B. Needham Advisory 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).