What public Form 5500 filings show about the Deborah A. Wilhelm, SOLE PROP. 401(k) plan — and how to find and check your own account.
Deborah A. Wilhelm, SOLE PROP. (EIN 20-3887545) reports DEBORAH A. WILHELM 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $635K in plan assets across 2 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 Deborah A. Wilhelm, SOLE PROP. filing — schedules, fees, and providers.
Deborah A. Wilhelm, SOLE PROP.’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 Deborah A. Wilhelm, SOLE PROP.HR for the recordkeeper’s name and login.