What public Form 5500 filings show about the Carrick Williams Holdings, Inc. 401(k) plan — and how to find and check your own account.
Carrick Williams Holdings, Inc. (EIN 65-0847803) reports CARRICK WILLIAMS HOLDINGS, INC. 401(K) on its most recent Form 5500, with $5.7M in plan assets across 34 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 Carrick Williams Holdings, Inc. filing — schedules, fees, and providers.
Carrick Williams Holdings, 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 Carrick Williams Holdings, Inc.HR for the recordkeeper’s name and login.
