What public Form 5500 filings show about the U.M. FDSP Associates, P.A. 401(k) plan — and how to find and check your own account.
U.M. FDSP Associates, P.A. (EIN 52-1456103) reports U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $9.8M in plan assets across 201 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 U.M. FDSP Associates, P.A. filing — schedules, fees, and providers.
U.M. FDSP Associates, P.A.’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 U.M. FDSP Associates, P.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO FUNDS TRUST, VICTORY FUNDS, DODGE & COX, COLUMBIA FUNDS, THORNBURG FUNDS, INVESCO.
