What public Form 5500 filings show about the Westerman Ball Ederer Miller Zucker & Sharfstein, LLP 401(k) plan — and how to find and check your own account.
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP (EIN 11-3460481) reports THE WESTERMAN LLP PARTNERSHIP PLAN on its most recent Form 5500, with $34.7M in plan assets across 65 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 Westerman Ball Ederer Miller Zucker & Sharfstein, LLP filing — schedules, fees, and providers.
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP’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 Westerman Ball Ederer Miller Zucker & Sharfstein, LLPHR for the recordkeeper’s name and login.
