What public Form 5500 filings show about the RWB Capital Management DBA Burnham & Dells Advisors 401(k) plan — and how to find and check your own account.
RWB Capital Management DBA Burnham & Dells Advisors (EIN 38-3613362) reports BURNHAM & DELLS 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $74K in plan assets across 4 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 RWB Capital Management DBA Burnham & Dells Advisors filing — schedules, fees, and providers.
RWB Capital Management DBA Burnham & Dells Advisors’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 RWB Capital Management DBA Burnham & Dells AdvisorsHR for the recordkeeper’s name and login.
