What public Form 5500 filings show about the Reefpoint Group 401(k) plan — and how to find and check your own account.
Reefpoint Group (EIN 26-2003951) reports REEFPOINT GROUP LLC 401K PSP on its most recent Form 5500, with $5.7M in plan assets across 126 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 Reefpoint Group 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Reefpoint Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRIBRIDGE PARTNERS FINANCIAL, MML INVESTORS.