Ferguson Wellman Capital Management, Inc. 401(k) Plan

The Ferguson Wellman Capital Management, Inc. 401(k) on its latest Form 5500

Ferguson Wellman Capital Management, Inc. (EIN 93-0646988) reports FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST on its most recent Form 5500, with $64.5M in plan assets across 66 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 Ferguson Wellman Capital Management, Inc. filing — schedules, fees, and providers.

Who runs the Ferguson Wellman Capital Management, Inc. 401(k)?

Ferguson Wellman Capital Management, 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 Ferguson Wellman Capital Management, Inc.HR for the recordkeeper’s name and login.

How to check your Ferguson Wellman Capital Management, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Ferguson Wellman Capital Management, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).