What public Form 5500 filings show about the Whitlam Group, Inc. 401(k) plan — and how to find and check your own account.
Whitlam Group, Inc. (EIN 38-1855016) reports WHITLAM GROUP 401(K) PLAN on its most recent Form 5500, with $11.6M in plan assets across 112 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 Whitlam Group, Inc. 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 Whitlam Group, Inc. 401(k).
