Jeffry WU OD Professional Corpor 401(k) Plan

The Jeffry WU OD Professional Corpor 401(k) on its latest Form 5500

Jeffry WU OD Professional Corpor (EIN 81-5062775) reports STATE STREET OPTOMETRY 401K on its most recent Form 5500, with $295K in plan assets across 6 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 Jeffry WU OD Professional Corpor filing — schedules, fees, and providers.

Who runs the Jeffry WU OD Professional Corpor 401(k)?

Jeffry WU OD Professional Corpor’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 Jeffry WU OD Professional CorporHR for the recordkeeper’s name and login.

How to check your Jeffry WU OD Professional Corpor 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jeffry WU OD Professional Corpor 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).