What public Form 5500 filings show about the Weston Associates Management Co. 401(k) plan — and how to find and check your own account.
Weston Associates Management Co. (EIN 04-2577565) reports WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.7M in plan assets across 87 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 Weston Associates Management Co. 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Weston Associates Management Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER BENEFIT SERVICES, ADP BROKER-DEALER.
