What public Form 5500 filings show about the Western Reserve Area Agency on Aging 401(k) plan — and how to find and check your own account.
Western Reserve Area Agency on Aging (EIN 34-1620774) reports WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN on its most recent Form 5500, with $14.5M in plan assets across 341 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 Western Reserve Area Agency on Aging 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Western Reserve Area Agency on Aging 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST, CBIZ INVESTMENT ADVISORY SERVICES.
