What public Form 5500 filings show about the BONE Winger and Simmons PLLC 401(k) plan — and how to find and check your own account.
BONE Winger and Simmons PLLC (EIN 82-3512821) reports BONE WINGER & SIMMONS PLLC - 401(K) on its most recent Form 5500, with $275K in plan assets across 12 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 BONE Winger and Simmons PLLC filing — schedules, fees, and providers.
BONE Winger and Simmons PLLC’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 BONE Winger and Simmons PLLCHR for the recordkeeper’s name and login.