What public Form 5500 filings show about the Addison Wallace Inc. 401(k) plan — and how to find and check your own account.
Addison Wallace Inc. (EIN 87-2658970) reports ADDISON WALLACE INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $12K in plan assets across 100 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 Addison Wallace Inc. filing — schedules, fees, and providers.
Addison Wallace Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Addison Wallace Inc.HR for the recordkeeper’s name and login.
