What public Form 5500 filings show about the Chuck Waugh, CLU, CHFC 401(k) plan — and how to find and check your own account.
Chuck Waugh, CLU, CHFC (EIN 73-1505569) reports WLAS 401(K) PLAN on its most recent Form 5500, with $974K in plan assets across 5 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 Chuck Waugh, CLU, CHFC filing — schedules, fees, and providers.
Chuck Waugh, CLU, CHFC’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 Chuck Waugh, CLU, CHFCHR for the recordkeeper’s name and login.
