What public Form 5500 filings show about the Weston Investment Company, LLC DBA American Property Management 401(k) plan — and how to find and check your own account.
Weston Investment Company, LLC DBA American Property Management (EIN 93-0475156) reports AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN on its most recent Form 5500, with $11.3M in plan assets across 156 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 Investment Company, LLC DBA American Property Management 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Weston Investment Company, LLC DBA American Property Management 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PINNACLE WEALTH ADVISORS, INDEPENDENT RETIREMENT CONSULTING.