What public Form 5500 filings show about the Greater Wisconsin Agency on Aging Resources, Inc. 401(k) plan — and how to find and check your own account.
Greater Wisconsin Agency on Aging Resources, Inc. (EIN 39-1204540) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. on its most recent Form 5500, with $5.8M in plan assets across 57 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 Greater Wisconsin Agency on Aging Resources, Inc. filing — schedules, fees, and providers.
Greater Wisconsin Agency on Aging Resources, 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 Greater Wisconsin Agency on Aging Resources, Inc.HR for the recordkeeper’s name and login.
