What public Form 5500 filings show about the Sharon Dulberg DBA McVey Mullery & Dulberg 401(k) plan — and how to find and check your own account.
Sharon Dulberg DBA McVey Mullery & Dulberg (EIN 59-3770113) reports MCVEY MULLERY & DULBERG 401K PLAN on its most recent Form 5500, with $709K in plan assets across 2 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 Sharon Dulberg DBA McVey Mullery & Dulberg filing — schedules, fees, and providers.
Sharon Dulberg DBA McVey Mullery & Dulberg’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 Sharon Dulberg DBA McVey Mullery & DulbergHR for the recordkeeper’s name and login.