What public Form 5500 filings show about the William Raveis Real Estate, Inc. 401(k) plan — and how to find and check your own account.
William Raveis Real Estate, Inc. (EIN 06-1160140) reports WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT on its most recent Form 5500, with $34.8M in plan assets across 392 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 William Raveis Real Estate, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your William Raveis Real Estate, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HILB GROUP OF NEW ENGLAND, LRI INVESTMENTS, RIGHTWAY, M HOLDINGS SECURITIES, PASI, ULTRABENEFITS.
