What public Form 5500 filings show about the Weiss Serota Helfman Cole & Bierman, P.L. 401(k) plan — and how to find and check your own account.
Weiss Serota Helfman Cole & Bierman, P.L. (EIN 20-8112403) reports WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $35.6M in plan assets across 150 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 Weiss Serota Helfman Cole & Bierman, P.L. filing — schedules, fees, and providers.
Weiss Serota Helfman Cole & Bierman, P.L.’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 Weiss Serota Helfman Cole & Bierman, P.L.HR for the recordkeeper’s name and login.
