Alexander J. Wayne & Associates, Inc. 401(k) Plan

The Alexander J. Wayne & Associates, Inc. 401(k) on its latest Form 5500

Alexander J. Wayne & Associates, Inc. (EIN 36-3654147) reports ALEXANDER J. WAYNE & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $3.7M in plan assets across 17 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 Alexander J. Wayne & Associates, Inc. filing — schedules, fees, and providers.

Who runs the Alexander J. Wayne & Associates, Inc. 401(k)?

Alexander J. Wayne & Associates, 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 Alexander J. Wayne & Associates, Inc.HR for the recordkeeper’s name and login.

How to check your Alexander J. Wayne & Associates, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Alexander J. Wayne & Associates, Inc. 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).