W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 401(k) Plan
What public Form 5500 filings show about the W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 401(k) plan — and how to find and check your own account.
The W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 401(k) on its latest Form 5500
W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY (EIN 13-3539989) reports DEUTSCH FAMILY WINE & SPIRITS 401(K) SAVINGS PLAN on its most recent Form 5500, with $87.4M in plan assets across 388 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 W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY filing — schedules, fees, and providers.
Who runs the W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HILB GROUP OF NEW ENGLAND, UMR, CERITY PARTNERS.
How to check your W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask W.J. DEUTSCH & SONS, LTD. DBA DEUTSCH FAMILY 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).