What public Form 5500 filings show about the Dr. Clifton E. Wilkerson and Dr. R. Walker Putnam, PLLC 401(k) plan — and how to find and check your own account.
Dr. Clifton E. Wilkerson and Dr. R. Walker Putnam, PLLC (EIN 47-2186050) reports PARIS OBSTETRICS AND GYNECOLOGY 401(K) PLAN on its most recent Form 5500, with $155K in plan assets across 8 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 Dr. Clifton E. Wilkerson and Dr. R. Walker Putnam, PLLC filing — schedules, fees, and providers.
Dr. Clifton E. Wilkerson and Dr. R. Walker Putnam, 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 Dr. Clifton E. Wilkerson and Dr. R. Walker Putnam, PLLCHR for the recordkeeper’s name and login.
