What public Form 5500 filings show about the The New Equation Limited Liability Company DBA SEER Interactive 401(k) plan — and how to find and check your own account.
The New Equation Limited Liability Company DBA SEER Interactive (EIN 03-0512205) reports SEER TEAM RETIREMENT PLAN on its most recent Form 5500, with $11.0M in plan assets across 159 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 The New Equation Limited Liability Company DBA SEER Interactive 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The New Equation Limited Liability Company DBA SEER Interactive 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELAWARE VALLEY RETIREMENT.
