WESTON ASSOCIATES MANAGEMENT CO. 401(k) Plan
What public Form 5500 filings show about the WESTON ASSOCIATES MANAGEMENT CO. 401(k) plan — and how to find and check your own account.
The WESTON ASSOCIATES MANAGEMENT CO. 401(k) on its latest Form 5500
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.
Who runs the WESTON ASSOCIATES MANAGEMENT CO. 401(k)?
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.
How to check your WESTON ASSOCIATES MANAGEMENT CO. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask WESTON ASSOCIATES MANAGEMENT CO. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).