What public Form 5500 filings show about the Frederick Wildman & Sons Limited 401(k) plan — and how to find and check your own account.
Frederick Wildman & Sons Limited (EIN 13-2587600) reports FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN on its most recent Form 5500, with $25.7M in plan assets across 138 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 Frederick Wildman & Sons Limited filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Frederick Wildman & Sons Limited 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): J P MORGAN SECURITIES, FIRST REPUBLIC INVESTMENT MGMT.
