What public Form 5500 filings show about the Silverman Legate Advisory GROU 401(k) plan — and how to find and check your own account.
Silverman Legate Advisory GROU (EIN 46-3326716) reports SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $677K in plan assets across 5 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 Silverman Legate Advisory GROU filing — schedules, fees, and providers.
Silverman Legate Advisory GROU’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 Silverman Legate Advisory GROUHR for the recordkeeper’s name and login.
