What public Form 5500 filings show about the Woods Oviatt Gilman, LLP 401(k) plan — and how to find and check your own account.
Woods Oviatt Gilman, LLP (EIN 16-0902614) reports WOODS OVIATT GILMAN, LLP 401(K) PLAN on its most recent Form 5500, with $61.8M in plan assets across 192 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 Woods Oviatt Gilman, LLP 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 Woods Oviatt Gilman, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, BURKE GROUP.
