What public Form 5500 filings show about the S. L. Nusbaum Realty Co. 401(k) plan — and how to find and check your own account.
S. L. Nusbaum Realty Co. (EIN 54-1582671) reports S.L. NUSBAUM REALTY CO. & NMC 401(K) PLAN on its most recent Form 5500, with $33.9M in plan assets across 1,155 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 S. L. Nusbaum Realty Co. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your S. L. Nusbaum Realty Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, UBS FINANCIAL SERVICES.
