What public Form 5500 filings show about the Elizabeth Whelan Design Associates 401(k) plan — and how to find and check your own account.
Elizabeth Whelan Design Associates (EIN 22-3822440) reports ELIZABETH WHELAN DESIGN ASSOCIATES 401(K) AND PS PLAN on its most recent Form 5500, with $889K in plan assets across 1 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 Elizabeth Whelan Design Associates filing — schedules, fees, and providers.
Elizabeth Whelan Design Associates’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 Elizabeth Whelan Design AssociatesHR for the recordkeeper’s name and login.
