What public Form 5500 filings show about the Verista Partners Inc. DBA Winterberry Group 401(k) plan — and how to find and check your own account.
Verista Partners Inc. DBA Winterberry Group (EIN 84-2064073) reports WINTERBERRY GROUP 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $4.9M in plan assets across 14 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 Verista Partners Inc. DBA Winterberry Group filing — schedules, fees, and providers.
Verista Partners Inc. DBA Winterberry Group’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 Verista Partners Inc. DBA Winterberry GroupHR for the recordkeeper’s name and login.
