What public Form 5500 filings show about the Weintraub Tobin Chediak Coleman GRO 401(k) plan — and how to find and check your own account.
Weintraub Tobin Chediak Coleman GRO (EIN 68-0231351) reports WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN on its most recent Form 5500, with $60.0M in plan assets across 168 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 Weintraub Tobin Chediak Coleman GRO 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Weintraub Tobin Chediak Coleman GRO 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INNOVEST PORTFOLIO SOLUTIONS, ALLWORTH FINANCIAL.
